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 | $1,155,953 | $180,462+540.6% | $154,111+650.1% | $135,379+753.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.98% | 888.17%-893.2pp | 735.18%-740.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $36,493 | $6,036+504.6% | $5,298+588.8% | $4,779+663.6% |
| Participant deferral / active EE | $22,575 | $5,806+288.8% | $5,081+344.3% | $5,609+302.5% |
| Admin fee / account holder | $39,530 | $16,145+144.8% | $13,411+194.8% | $10,828+265.1% |