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 | $429,373 | $171,867+149.8% | $149,721+186.8% | $147,586+190.9% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 18.12% | 2113.36%-2095.2pp | 1501.67%-1483.6pp | 578.59%-560.5pp |
| Employer contribution / active EE | $26,351 | $6,275+320.0% | $5,444+384.0% | $4,876+440.4% |
| Participant deferral / active EE | $4,871 | $7,270-33.0% | $6,568-25.8% | $5,439-10.4% |
| Admin fee / account holder | $6,736 | $13,799-51.2% | $11,282-40.3% | $10,886-38.1% |