Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $292,155 | $183,539+59.2% | $155,556+87.8% | $145,897+100.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 305.46% | 61.31%+244.2pp | 64.84%+240.6pp | 552.29%-246.8pp |
| Employer contribution / active EE | $17,612 | $5,315+231.3% | $4,675+276.7% | $4,663+277.7% |
| Participant deferral / active EE | $7,625 | $6,467+17.9% | $5,631+35.4% | $6,689+14.0% |
| Admin fee / account holder | $16,590 | $19,275-13.9% | $15,885+4.4% | $13,390+23.9% |