Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $972,714 | $150,447+546.5% | $136,298+613.7% | $147,586+559.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $32,800 | $5,256+524.0% | $4,696+598.5% | $4,876+572.6% |
| Participant deferral / active EE | $13,200 | $6,631+99.1% | $6,247+111.3% | $5,439+142.7% |
| Admin fee / account holder | $16,377 | $10,906+50.2% | $9,244+77.2% | $10,886+50.4% |