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 | $342,729 | $160,070+114.1% | $147,117+133.0% | $145,897+134.9% |
| Participation rate | 86.4% | 84.0%+2.3pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 16.99% | 98.69%-81.7pp | 420.54%-403.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $3,888 | $5,285-26.4% | $4,932-21.2% | $4,663-16.6% |
| Participant deferral / active EE | $12,954 | $8,419+53.9% | $8,065+60.6% | $6,689+93.6% |
| Admin fee / account holder | $18,450 | $15,035+22.7% | $12,993+42.0% | $13,390+37.8% |