Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,007,469 | $209,874+856.5% | $189,537+959.1% | $167,536+1098.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.81% | 748.61%-733.8pp | 555.34%-540.5pp | 478.82%-464.0pp |
| Employer contribution / active EE | $5,250 | $6,913-24.1% | $6,161-14.8% | $4,839+8.5% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $221,305 | $14,299+1447.7% | $12,048+1736.8% | $12,315+1697.1% |