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 | $1,360,712 | $111,535+1120.0% | $105,223+1193.2% | $137,256+891.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 74.22% | 237.85%-163.6pp | 180.65%-106.4pp | 220.34%-146.1pp |
| Employer contribution / active EE | $42,281 | $3,939+973.3% | $3,689+1046.3% | $4,156+917.3% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $19,144 | $9,721+96.9% | $8,859+116.1% | $12,270+56.0% |