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 | $576,760 | $150,442+283.4% | $136,295+323.2% | $147,585+290.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.68% | 1049.09%-1038.4pp | 5155.97%-5145.3pp | 578.56%-567.9pp |
| Employer contribution / active EE | $13,517 | $5,256+157.2% | $4,695+187.9% | $4,876+177.2% |
| Participant deferral / active EE | $8,000 | $6,630+20.7% | $6,247+28.1% | $5,439+47.1% |
| Admin fee / account holder | $6,044 | $10,905-44.6% | $9,243-34.6% | $10,885-44.5% |