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 | $414,568 | $171,867+141.2% | $149,721+176.9% | $147,586+180.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.52% | 2113.36%-2090.8pp | 1501.67%-1479.2pp | 578.59%-556.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $26,000 | $7,270+257.6% | $6,568+295.8% | $5,439+378.1% |
| Admin fee / account holder | $5,438 | $13,799-60.6% | $11,282-51.8% | $10,886-50.0% |