Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,985,577 | $183,592+2070.9% | $155,574+2461.9% | $145,877+2632.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.35% | 61.37%-51.0pp | 64.87%-54.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $69,000 | $5,317+1197.8% | $4,676+1375.7% | $4,663+1379.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $145,769 | $19,316+654.7% | $15,914+816.0% | $13,402+987.7% |