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 | $1,150,573 | $95,415+1105.9% | $185,851+519.1% | $85,851+1240.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.36% | 23.59%-4.2pp | 122.11%-102.7pp | 318.63%-299.3pp |
| Employer contribution / active EE | $49,181 | $3,314+1384.1% | $5,168+851.6% | $2,565+1817.0% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,579 | $7,215+32.8% | $16,245-41.0% | $6,261+53.0% |