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 | $1,950,052 | $101,950+1812.8% | $125,529+1453.5% | $86,983+2141.9% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 40.20% | 18.29%+21.9pp | 202.56%-162.4pp | 25.83%+14.4pp |
| Employer contribution / active EE | $9,998 | $2,358+323.9% | $3,058+227.0% | $2,584+286.8% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $41,539 | $12,791+224.8% | $16,298+154.9% | $7,856+428.8% |