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 | $500,115 | $202,342+147.2% | $172,752+189.5% | $152,897+227.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 59.16% | 1029.83%-970.7pp | 802.97%-743.8pp | 345.43%-286.3pp |
| Employer contribution / active EE | $2,560 | $5,858-56.3% | $5,144-50.2% | $4,764-46.3% |
| Participant deferral / active EE | $14,667 | $5,948+146.6% | $5,198+182.2% | $5,851+150.7% |
| Admin fee / account holder | $4,844 | $17,111-71.7% | $13,955-65.3% | $11,599-58.2% |