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 | $337,857 | $202,342+67.0% | $172,753+95.6% | $152,909+121.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.36% | 1029.88%-1009.5pp | 803.00%-782.6pp | 345.46%-325.1pp |
| Employer contribution / active EE | $29,983 | $5,857+411.9% | $5,144+482.9% | $4,764+529.4% |
| Participant deferral / active EE | $8,599 | $5,948+44.6% | $5,198+65.4% | $5,851+47.0% |
| Admin fee / account holder | $5,335 | $17,112-68.8% | $13,956-61.8% | $11,601-54.0% |