Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,222,554 | $160,028+1913.7% | $147,080+2091.0% | $145,884+2109.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.31% | 98.60%-67.3pp | 420.17%-388.9pp | 551.85%-520.5pp |
| Employer contribution / active EE | $3,359 | $5,286-36.5% | $4,933-31.9% | $4,662-28.0% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $356,643 | $15,030+2272.9% | $12,989+2645.8% | $13,392+2563.1% |