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 | $303,360 | $202,326+49.9% | $172,745+75.6% | $152,870+98.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 29.65% | 1029.72%-1000.1pp | 802.90%-773.2pp | 345.34%-315.7pp |
| Employer contribution / active EE | $30,550 | $5,858+421.5% | $5,144+493.9% | $4,763+541.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $6,328 | $17,110-63.0% | $13,954-54.7% | $11,597-45.4% |