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 | $2,693,431 | $202,342+1231.1% | $172,753+1459.1% | $152,909+1661.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.02% | 1029.88%-1014.9pp | 803.00%-788.0pp | 345.46%-330.4pp |
| Employer contribution / active EE | $19,583 | $5,857+234.3% | $5,144+280.7% | $4,764+311.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $91,304 | $17,112+433.6% | $13,956+554.3% | $11,601+687.1% |