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 | $160,028+1319.0% | $147,080+1443.9% | $145,884+1456.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 65.39% | 98.60%-33.2pp | 420.17%-354.8pp | 551.85%-486.5pp |
| Employer contribution / active EE | $11,254 | $5,286+112.9% | $4,933+128.1% | $4,662+141.4% |
| Participant deferral / active EE | $3,882 | $8,422-53.9% | $8,066-51.9% | $6,690-42.0% |
| Admin fee / account holder | $1,000,010 | $15,030+6553.4% | $12,989+7599.0% | $13,392+7367.3% |