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 | $7,263,715 | $226,090+3112.8% | $182,531+3879.4% | $152,885+4651.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.00% | 192.57%-170.6pp | 148.57%-126.6pp | 345.39%-323.4pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $61,000 | $6,369+857.7% | $5,525+1004.1% | $5,851+942.6% |
| Admin fee / account holder | $600 | $10,705-94.4% | $8,593-93.0% | $11,598-94.8% |