Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $274,017 | $176,688+55.1% | $130,660+109.7% | $152,897+79.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 19.39% | 2693.08%-2673.7pp | 1709.29%-1689.9pp | 345.43%-326.0pp |
| Employer contribution / active EE | $26,250 | $5,743+357.1% | $4,092+541.5% | $4,764+451.1% |
| Participant deferral / active EE | $14,667 | $4,362+236.2% | $3,603+307.1% | $5,851+150.7% |
| Admin fee / account holder | $1,814 | $7,131-74.6% | $5,463-66.8% | $11,599-84.4% |