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 | $263,659 | $202,342+30.3% | $172,753+52.6% | $152,909+72.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.60% | 1029.88%-1013.3pp | 803.00%-786.4pp | 345.46%-328.9pp |
| Employer contribution / active EE | $13,160 | $5,857+124.7% | $5,144+155.8% | $4,764+176.2% |
| Participant deferral / active EE | $21,400 | $5,948+259.8% | $5,198+311.7% | $5,851+265.7% |
| Admin fee / account holder | $7,986 | $17,112-53.3% | $13,956-42.8% | $11,601-31.2% |