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 | $663,391 | $156,927+322.7% | $121,169+447.5% | $139,456+375.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.89% | 1475.85%-1456.0pp | 986.71%-966.8pp | 373.45%-353.6pp |
| Employer contribution / active EE | $21,799 | $5,542+293.3% | $4,168+423.0% | $4,753+358.7% |
| Participant deferral / active EE | $10,238 | $4,848+111.1% | $4,083+150.8% | $6,711+52.5% |
| Admin fee / account holder | $6,116 | $6,946-11.9% | $5,645+8.3% | $11,407-46.4% |