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 | $377,483 | $202,342+86.6% | $172,753+118.5% | $152,909+146.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.95% | 1029.88%-1004.9pp | 803.00%-778.1pp | 345.46%-320.5pp |
| Employer contribution / active EE | $2,946 | $5,857-49.7% | $5,144-42.7% | $4,764-38.2% |
| Participant deferral / active EE | $5,467 | $5,948-8.1% | $5,198+5.2% | $5,851-6.6% |
| Admin fee / account holder | $568 | $17,112-96.7% | $13,956-95.9% | $11,601-95.1% |