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 | $266,449 | $209,874+27.0% | $189,537+40.6% | $167,536+59.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.86% | 748.61%-734.8pp | 555.34%-541.5pp | 478.82%-465.0pp |
| Employer contribution / active EE | $4,344 | $6,913-37.2% | $6,161-29.5% | $4,839-10.2% |
| Participant deferral / active EE | $11,976 | $8,934+34.0% | $8,220+45.7% | $6,342+88.8% |
| Admin fee / account holder | $36,049 | $14,299+152.1% | $12,048+199.2% | $12,315+192.7% |