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 | $299,876 | $124,187+141.5% | $108,410+176.6% | $167,518+79.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.76% | 1379.80%-1362.0pp | 905.34%-887.6pp | 478.71%-460.9pp |
| Employer contribution / active EE | $22,620 | $4,187+440.3% | $3,558+535.7% | $4,838+367.5% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,562-100.0% | $6,342-100.0% |
| Admin fee / account holder | $620 | $9,456-93.4% | $7,296-91.5% | $12,312-95.0% |