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 | $1,004,891 | $75,832+1225.2% | $147,617+580.7% | $59,633+1585.1% |
| Participation rate | 97.1% | 71.6%+25.6pp | 84.6%+12.5pp | 68.7%+28.5pp |
| Annual return | -0.02% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $33,029 | $3,485+847.8% | $5,564+493.6% | $2,203+1399.5% |
| Participant deferral / active EE | $17,576 | $3,131+461.5% | $4,895+259.0% | $3,192+450.7% |
| Admin fee / account holder | $8,775 | $5,986+46.6% | $11,612-24.4% | $4,297+104.2% |