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 | $2,125,508 | $183,988+1055.2% | $162,177+1210.6% | $152,897+1290.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 27.56% | 150.79%-123.2pp | 115.60%-88.0pp | 345.43%-317.9pp |
| Employer contribution / active EE | $27,838 | $6,370+337.0% | $5,613+396.0% | $4,764+484.4% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $67,750 | $13,123+416.3% | $10,843+524.8% | $11,599+484.1% |