Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,069,711 | $109,872+873.6% | $98,483+986.2% | $167,536+538.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 1333.01% | 1959.31%-626.3pp | 1494.38%-161.4pp | 478.82%+854.2pp |
| Employer contribution / active EE | $32,591 | $3,225+910.5% | $2,961+1000.8% | $4,839+573.5% |
| Participant deferral / active EE | $9,750 | $4,673+108.6% | $4,276+128.0% | $6,342+53.7% |
| Admin fee / account holder | $623 | $6,757-90.8% | $5,953-89.5% | $12,315-94.9% |