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 | $426,789 | $202,342+110.9% | $172,753+147.1% | $152,909+179.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.34% | 1029.88%-1011.5pp | 803.00%-784.7pp | 345.46%-327.1pp |
| Employer contribution / active EE | $15,889 | $5,857+171.3% | $5,144+208.9% | $4,764+233.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,298 | $17,112-74.9% | $13,956-69.2% | $11,601-63.0% |