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 | $273,022 | $183,978+48.4% | $162,171+68.4% | $152,885+78.6% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.6%+8.1pp | 82.5%+13.2pp |
| Annual return | 723.62% | 150.78%+572.8pp | 115.60%+608.0pp | 345.39%+378.2pp |
| Employer contribution / active EE | $12,438 | $6,370+95.3% | $5,613+121.6% | $4,763+161.1% |
| Participant deferral / active EE | $10,608 | $8,033+32.1% | $7,297+45.4% | $5,851+81.3% |
| Admin fee / account holder | $12,851 | $13,122-2.1% | $10,843+18.5% | $11,598+10.8% |