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 | $394,151 | $209,847+87.8% | $189,520+108.0% | $167,518+135.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.79% | 748.45%-730.7pp | 555.25%-537.5pp | 478.71%-460.9pp |
| Employer contribution / active EE | $46,947 | $6,913+579.1% | $6,161+662.0% | $4,838+870.3% |
| Participant deferral / active EE | $20,740 | $8,934+132.2% | $8,220+152.3% | $6,342+227.0% |
| Admin fee / account holder | $6,044 | $14,295-57.7% | $12,046-49.8% | $12,312-50.9% |