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 | $252,296 | $150,447+67.7% | $136,298+85.1% | $147,586+70.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.07% | 1049.15%-1036.1pp | 5156.27%-5143.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $6,065 | $5,256+15.4% | $4,696+29.2% | $4,876+24.4% |
| Participant deferral / active EE | $13,930 | $6,631+110.1% | $6,247+123.0% | $5,439+156.1% |
| Admin fee / account holder | $5,480 | $10,906-49.8% | $9,244-40.7% | $10,886-49.7% |