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 | $2,270,791 | $160,040+1318.9% | $147,096+1443.7% | $145,877+1456.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 65.39% | 98.49%-33.1pp | 419.75%-354.4pp | 551.28%-485.9pp |
| Employer contribution / active EE | $11,254 | $5,289+112.8% | $4,936+128.0% | $4,663+141.3% |
| Participant deferral / active EE | $3,882 | $8,429-53.9% | $8,071-51.9% | $6,691-42.0% |
| Admin fee / account holder | $1,000,010 | $15,050+6544.6% | $13,005+7589.3% | $13,402+7361.6% |