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 | $291,475 | $202,342+44.1% | $172,753+68.7% | $152,909+90.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.14% | 1029.88%-1002.7pp | 803.00%-775.9pp | 345.46%-318.3pp |
| Employer contribution / active EE | $7,556 | $5,857+29.0% | $5,144+46.9% | $4,764+58.6% |
| Participant deferral / active EE | $9,204 | $5,948+54.7% | $5,198+77.1% | $5,851+57.3% |
| Admin fee / account holder | $9,107 | $17,112-46.8% | $13,956-34.7% | $11,601-21.5% |