Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $2,843,456 | $138,078+1959.3% | $125,363+2168.2% | $134,509+2013.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.21% | 750.49%-757.7pp | 572.15%-579.4pp | 418.13%-425.3pp |
| Employer contribution / active EE | $61,000 | $5,245+1063.1% | $4,815+1167.0% | $4,741+1186.8% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $145,128 | $11,566+1154.8% | $10,005+1350.5% | $11,427+1170.1% |