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 | $276,788 | $202,342+36.8% | $172,753+60.2% | $152,909+81.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.71% | 1029.88%-1010.2pp | 803.00%-783.3pp | 345.46%-325.8pp |
| Employer contribution / active EE | $10,026 | $5,857+71.2% | $5,144+94.9% | $4,764+110.5% |
| Participant deferral / active EE | $8,239 | $5,948+38.5% | $5,198+58.5% | $5,851+40.8% |
| Admin fee / account holder | $1,585 | $17,112-90.7% | $13,956-88.6% | $11,601-86.3% |