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 | $285,036 | $150,446+89.5% | $136,297+109.1% | $147,585+93.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.82% | 1049.14%-1035.3pp | 5156.19%-5142.4pp | 578.58%-564.8pp |
| Employer contribution / active EE | $11,996 | $5,256+128.2% | $4,696+155.5% | $4,876+146.0% |
| Participant deferral / active EE | $8,828 | $6,631+33.1% | $6,247+41.3% | $5,439+62.3% |
| Admin fee / account holder | $5,339 | $10,906-51.0% | $9,244-42.2% | $10,886-51.0% |