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 | $326,087 | $169,361+92.5% | $129,397+152.0% | $145,877+123.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.49% | 14395.54%-14382.1pp | 9453.98%-9440.5pp | 551.28%-537.8pp |
| Employer contribution / active EE | $9,417 | $5,542+69.9% | $4,154+126.7% | $4,663+102.0% |
| Participant deferral / active EE | $6,997 | $4,987+40.3% | $4,167+67.9% | $6,691+4.6% |
| Admin fee / account holder | $1,234 | $9,903-87.5% | $7,679-83.9% | $13,402-90.8% |