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 | $1,412,028 | $138,075+922.7% | $123,552+1042.9% | $135,379+943.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.76% | 153.70%-151.9pp | 119.20%-117.4pp | 519.79%-518.0pp |
| Employer contribution / active EE | $9,411 | $5,152+82.7% | $4,628+103.3% | $4,779+96.9% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $27,501 | $10,917+151.9% | $9,285+196.2% | $10,828+154.0% |