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 | $2,072,010 | $110,337+1777.9% | $102,383+1923.8% | $145,877+1320.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 27.96% | 24.83%+3.1pp | 24.94%+3.0pp | 551.28%-523.3pp |
| Employer contribution / active EE | $15,000 | $4,216+255.8% | $3,870+287.6% | $4,663+221.7% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $208,675 | $9,750+2040.3% | $8,391+2386.8% | $13,402+1457.0% |