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 | $486,365 | $171,867+183.0% | $149,721+224.8% | $147,586+229.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.95% | 2113.36%-2090.4pp | 1501.67%-1478.7pp | 578.59%-555.6pp |
| Employer contribution / active EE | $14,695 | $6,275+134.2% | $5,444+169.9% | $4,876+201.4% |
| Participant deferral / active EE | $8,336 | $7,270+14.7% | $6,568+26.9% | $5,439+53.3% |
| Admin fee / account holder | $11,518 | $13,799-16.5% | $11,282+2.1% | $10,886+5.8% |