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 | $281,016 | $150,447+86.8% | $136,298+106.2% | $147,586+90.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.44% | 1049.15%-1035.7pp | 5156.27%-5142.8pp | 578.59%-565.2pp |
| Employer contribution / active EE | $11,670 | $5,256+122.0% | $4,696+148.5% | $4,876+139.3% |
| Participant deferral / active EE | $9,621 | $6,631+45.1% | $6,247+54.0% | $5,439+76.9% |
| Admin fee / account holder | $26,015 | $10,906+138.5% | $9,244+181.4% | $10,886+139.0% |