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 | $318,234 | $160,070+98.8% | $147,117+116.3% | $145,897+118.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.47% | 98.69%-81.2pp | 420.54%-403.1pp | 552.29%-534.8pp |
| Employer contribution / active EE | $11,898 | $5,285+125.1% | $4,932+141.2% | $4,663+155.2% |
| Participant deferral / active EE | $5,633 | $8,419-33.1% | $8,065-30.2% | $6,689-15.8% |
| Admin fee / account holder | $37,845 | $15,035+151.7% | $12,993+191.3% | $13,390+182.6% |