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 | $2,025,290 | $176,794+1045.6% | $146,647+1281.1% | $167,553+1108.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 33.61% | 24.04%+9.6pp | 22.75%+10.9pp | 478.89%-445.3pp |
| Employer contribution / active EE | $58,000 | $5,161+1023.7% | $4,137+1302.0% | $4,840+1098.4% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $200,001 | $13,262+1408.1% | $10,281+1845.4% | $12,316+1523.9% |