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 | $5,027,635 | $196,972+2452.5% | $182,262+2658.5% | $198,609+2431.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.76% | 158.27%-148.5pp | 140.60%-130.8pp | 202.70%-192.9pp |
| Employer contribution / active EE | $69,000 | $5,364+1186.5% | $5,046+1267.5% | $5,055+1264.9% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $355,234 | $18,429+1827.6% | $16,712+2025.6% | $19,030+1766.7% |