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 | $475,845 | $171,867+176.9% | $149,721+217.8% | $147,586+222.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.67% | 2113.36%-2097.7pp | 1501.67%-1486.0pp | 578.59%-562.9pp |
| Employer contribution / active EE | $9,630 | $6,275+53.5% | $5,444+76.9% | $4,876+97.5% |
| Participant deferral / active EE | $8,000 | $7,270+10.0% | $6,568+21.8% | $5,439+47.1% |
| Admin fee / account holder | $2,063 | $13,799-85.1% | $11,282-81.7% | $10,886-81.1% |