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 | $985,756 | $150,447+555.2% | $136,298+623.2% | $147,586+567.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.48% | 1049.15%-1029.7pp | 5156.27%-5136.8pp | 578.59%-559.1pp |
| Employer contribution / active EE | $12,077 | $5,256+129.8% | $4,696+157.2% | $4,876+147.7% |
| Participant deferral / active EE | $13,256 | $6,631+99.9% | $6,247+112.2% | $5,439+143.7% |
| Admin fee / account holder | $25,415 | $10,906+133.0% | $9,244+174.9% | $10,886+133.5% |