Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,552,833 | $160,070+870.1% | $147,117+955.5% | $145,897+964.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 1066.00% | 98.69%+967.3pp | 420.54%+645.5pp | 552.29%+513.7pp |
| Employer contribution / active EE | $6,600 | $5,285+24.9% | $4,932+33.8% | $4,663+41.6% |
| Participant deferral / active EE | $38,000 | $8,419+351.3% | $8,065+371.2% | $6,689+468.1% |
| Admin fee / account holder | $1,881 | $15,035-87.5% | $12,993-85.5% | $13,390-86.0% |