Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,761,497 | $159,934+1001.4% | $147,005+1098.3% | $145,959+1106.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.93% | 98.24%-83.3pp | 418.76%-403.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $15,293 | $5,287+189.2% | $4,934+209.9% | $4,661+228.1% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $26,338 | $15,053+75.0% | $13,006+102.5% | $13,398+96.6% |