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 | $365,501 | $202,342+80.6% | $172,753+111.6% | $152,909+139.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.24% | 1029.88%-1010.6pp | 803.00%-783.8pp | 345.46%-326.2pp |
| Employer contribution / active EE | $10,193 | $5,857+74.0% | $5,144+98.2% | $4,764+114.0% |
| Participant deferral / active EE | $3,822 | $5,948-35.8% | $5,198-26.5% | $5,851-34.7% |
| Admin fee / account holder | $41,512 | $17,112+142.6% | $13,956+197.5% | $11,601+257.8% |