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 | $1,391,959 | $202,342+587.9% | $172,753+705.8% | $152,909+810.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.91% | 1029.88%-1001.0pp | 803.00%-774.1pp | 345.46%-316.6pp |
| Employer contribution / active EE | $4,022 | $5,857-31.3% | $5,144-21.8% | $4,764-15.6% |
| Participant deferral / active EE | $6,000 | $5,948+0.9% | $5,198+15.4% | $5,851+2.5% |
| Admin fee / account holder | $2,452 | $17,112-85.7% | $13,956-82.4% | $11,601-78.9% |