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 | $1,773,526 | $106,236+1569.4% | $96,496+1737.9% | $139,427+1172.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.40% | 38.43%-14.0pp | 35.70%-11.3pp | 373.27%-348.9pp |
| Employer contribution / active EE | $15,789 | $4,104+284.7% | $3,738+322.4% | $4,752+232.3% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $146,700 | $7,879+1762.0% | $6,731+2079.6% | $11,404+1186.4% |