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 | $256,612 | $150,442+70.6% | $136,295+88.3% | $147,585+73.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.54% | 1049.09%-1030.6pp | 5155.97%-5137.4pp | 578.56%-560.0pp |
| Employer contribution / active EE | $4,379 | $5,256-16.7% | $4,695-6.7% | $4,876-10.2% |
| Participant deferral / active EE | $10,346 | $6,630+56.0% | $6,247+65.6% | $5,439+90.2% |
| Admin fee / account holder | $5,716 | $10,905-47.6% | $9,243-38.2% | $10,885-47.5% |