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 | $1,058,527 | $202,342+423.1% | $172,752+512.7% | $152,897+592.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 37.85% | 1029.83%-992.0pp | 802.97%-765.1pp | 345.43%-307.6pp |
| Employer contribution / active EE | $22,238 | $5,858+279.6% | $5,144+332.3% | $4,764+366.8% |
| Participant deferral / active EE | $14,827 | $5,948+149.3% | $5,198+185.3% | $5,851+153.4% |
| Admin fee / account holder | $75,108 | $17,111+339.0% | $13,955+438.2% | $11,599+547.5% |