Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $377,001 | $45,152+735.0% | $73,836+410.6% | $59,633+532.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 57.02% | 27.40%+29.6pp | 2268.06%-2211.0pp | 2041.45%-1984.4pp |
| Employer contribution / active EE | $20,307 | $1,901+968.1% | $2,787+628.5% | $2,203+821.9% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,804 | $3,515+179.0% | $4,882+100.8% | $4,297+128.2% |