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 | $3,255,510 | $93,589+3378.5% | $135,942+2294.8% | $75,181+4230.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 33.79% | 30.90%+2.9pp | 68.28%-34.5pp | 160.69%-126.9pp |
| Employer contribution / active EE | $15,439 | $3,537+336.5% | $4,858+217.8% | $2,671+478.1% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $448,541 | $6,977+6328.5% | $10,764+4067.0% | $5,650+7839.0% |