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 | $256,379 | $176,077+45.6% | $159,455+60.8% | $167,518+53.0% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.7pp |
| Annual return | 25.69% | 331.83%-306.1pp | 263.63%-237.9pp | 478.71%-453.0pp |
| Employer contribution / active EE | $10,045 | $5,298+89.6% | $4,830+108.0% | $4,838+107.6% |
| Participant deferral / active EE | $10,684 | $7,751+37.8% | $7,353+45.3% | $6,342+68.5% |
| Admin fee / account holder | $486 | $12,556-96.1% | $10,800-95.5% | $12,312-96.1% |