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 | $1,222,300 | $180,462+577.3% | $154,111+693.1% | $135,379+802.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.19% | 888.17%-892.4pp | 735.18%-739.4pp | 519.79%-524.0pp |
| Employer contribution / active EE | $30,838 | $6,036+410.9% | $5,298+482.1% | $4,779+545.3% |
| Participant deferral / active EE | $20,750 | $5,806+257.4% | $5,081+308.4% | $5,609+269.9% |
| Admin fee / account holder | $20,034 | $16,145+24.1% | $13,411+49.4% | $10,828+85.0% |