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 | $1,650,207 | $160,070+930.9% | $147,117+1021.7% | $145,897+1031.1% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 14.04% | 98.69%-84.7pp | 420.54%-406.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $12,416 | $5,285+134.9% | $4,932+151.7% | $4,663+166.3% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $254,139 | $15,035+1590.3% | $12,993+1856.0% | $13,390+1797.9% |