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 | $1,068,534 | $150,447+610.2% | $136,298+684.0% | $147,586+624.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.43% | 1049.15%-1033.7pp | 5156.27%-5140.8pp | 578.59%-563.2pp |
| Employer contribution / active EE | $33,916 | $5,256+545.2% | $4,696+622.3% | $4,876+595.5% |
| Participant deferral / active EE | $16,767 | $6,631+152.9% | $6,247+168.4% | $5,439+208.3% |
| Admin fee / account holder | $22,465 | $10,906+106.0% | $9,244+143.0% | $10,886+106.4% |