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 | $2,143,227 | $202,342+959.2% | $172,753+1140.6% | $152,909+1301.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 44.91% | 1029.88%-985.0pp | 803.00%-758.1pp | 345.46%-300.6pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $17,500 | $5,948+194.2% | $5,198+236.7% | $5,851+199.1% |
| Admin fee / account holder | $2,179 | $17,112-87.3% | $13,956-84.4% | $11,601-81.2% |