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 | $326,722 | $150,447+117.2% | $136,298+139.7% | $147,586+121.4% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 11.03% | 1049.15%-1038.1pp | 5156.27%-5145.2pp | 578.59%-567.6pp |
| Employer contribution / active EE | $18,182 | $5,256+245.9% | $4,696+287.2% | $4,876+272.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,073 | $10,906-81.0% | $9,244-77.6% | $10,886-81.0% |