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 | $735,478 | $202,342+263.5% | $172,753+325.7% | $152,909+381.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 105.06% | 1029.88%-924.8pp | 803.00%-697.9pp | 345.46%-240.4pp |
| Employer contribution / active EE | $21,304 | $5,857+263.7% | $5,144+314.2% | $4,764+347.2% |
| Participant deferral / active EE | $23,040 | $5,948+287.3% | $5,198+343.3% | $5,851+293.8% |
| Admin fee / account holder | $3,980 | $17,112-76.7% | $13,956-71.5% | $11,601-65.7% |