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 | $9,631,837 | $180,749+5228.8% | $160,784+5890.5% | $137,256+6917.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.97% | 2234.46%-2221.5pp | 1803.92%-1790.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $26,664 | $4,155+541.7% | $3,733+614.3% | $4,156+541.6% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $263,851 | $10,397+2437.8% | $9,717+2615.4% | $12,270+2050.3% |