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 | $387,722 | $150,442+157.7% | $136,295+184.5% | $147,585+162.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.10% | 1049.09%-1030.0pp | 5155.97%-5136.9pp | 578.56%-559.5pp |
| Employer contribution / active EE | $11,955 | $5,256+127.5% | $4,695+154.6% | $4,876+145.2% |
| Participant deferral / active EE | $7,897 | $6,630+19.1% | $6,247+26.4% | $5,439+45.2% |
| Admin fee / account holder | $135,293 | $10,905+1140.6% | $9,243+1363.7% | $10,885+1142.9% |