Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $434,038 | $217,432+99.6% | $185,849+133.5% | $167,536+159.1% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 2142.08% | 148.42%+1993.7pp | 122.10%+2020.0pp | 478.82%+1663.3pp |
| Employer contribution / active EE | $16,184 | $5,875+175.5% | $5,169+213.1% | $4,839+234.4% |
| Participant deferral / active EE | $17,875 | $6,357+181.2% | $5,569+221.0% | $6,342+181.8% |
| Admin fee / account holder | $1,754 | $19,818-91.2% | $16,244-89.2% | $12,315-85.8% |