Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $451,417 | $68,097+562.9% | $62,929+617.3% | $137,256+228.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.61% | 1859.11%-1843.5pp | 1063.93%-1048.3pp | 220.34%-204.7pp |
| Employer contribution / active EE | $24,174 | $2,811+759.9% | $2,505+865.2% | $4,156+481.7% |
| Participant deferral / active EE | $25,392 | $4,553+457.8% | $3,888+553.0% | $6,407+296.3% |
| Admin fee / account holder | $854 | $6,521-86.9% | $5,065-83.1% | $12,270-93.0% |