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 | $1,436,115 | $114,093+1158.7% | $96,171+1393.3% | $167,536+757.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.98% | 190.00%-174.0pp | 192.04%-176.1pp | 478.82%-462.8pp |
| Employer contribution / active EE | $1,950 | $3,429-43.1% | $2,799-30.3% | $4,839-59.7% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $316 | $6,899-95.4% | $5,538-94.3% | $12,315-97.4% |