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 | $1,977,071 | $175,212+1028.4% | $149,682+1220.8% | $139,427+1318.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.23% | 166.63%-147.4pp | 134.35%-115.1pp | 373.27%-354.0pp |
| Employer contribution / active EE | $44,590 | $5,475+714.4% | $4,818+825.4% | $4,752+838.4% |
| Participant deferral / active EE | $30,000 | $6,520+360.2% | $5,681+428.1% | $6,711+347.0% |
| Admin fee / account holder | $62,439 | $16,150+286.6% | $13,210+372.7% | $11,404+447.5% |