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 | $304,391 | $202,345+50.4% | $172,755+76.2% | $152,885+99.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 40.98% | 1029.77%-988.8pp | 802.94%-762.0pp | 345.39%-304.4pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $18,000 | $5,948+202.6% | $5,198+246.3% | $5,851+207.7% |
| Admin fee / account holder | $4,149 | $17,111-75.8% | $13,955-70.3% | $11,598-64.2% |