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 | $2,090,919 | $226,090+824.8% | $182,531+1045.5% | $152,885+1267.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 26.58% | 192.57%-166.0pp | 148.57%-122.0pp | 345.39%-318.8pp |
| Employer contribution / active EE | $35,000 | $4,978+603.1% | $4,075+758.8% | $4,763+634.8% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $85,008 | $10,705+694.1% | $8,593+889.3% | $11,598+632.9% |