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 | $1,107,040 | $171,867+544.1% | $149,721+639.4% | $147,586+650.1% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 26.03% | 2113.36%-2087.3pp | 1501.67%-1475.6pp | 578.59%-552.6pp |
| Employer contribution / active EE | $25,919 | $6,275+313.1% | $5,444+376.1% | $4,876+431.5% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,181 | $13,799+2.8% | $11,282+25.7% | $10,886+30.3% |