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 | $359,484 | $209,874+71.3% | $189,537+89.7% | $167,536+114.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.88% | 748.61%-732.7pp | 555.34%-539.5pp | 478.82%-462.9pp |
| Employer contribution / active EE | $23,958 | $6,913+246.6% | $6,161+288.9% | $4,839+395.1% |
| Participant deferral / active EE | $15,750 | $8,934+76.3% | $8,220+91.6% | $6,342+148.3% |
| Admin fee / account holder | $2,030 | $14,299-85.8% | $12,048-83.2% | $12,315-83.5% |