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 | $873,035 | $209,847+316.0% | $189,520+360.7% | $167,518+421.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.00% | 748.45%-731.4pp | 555.25%-538.2pp | 478.71%-461.7pp |
| Employer contribution / active EE | $17,841 | $6,913+158.1% | $6,161+189.6% | $4,838+268.7% |
| Participant deferral / active EE | $22,233 | $8,934+148.9% | $8,220+170.5% | $6,342+250.6% |
| Admin fee / account holder | $8,942 | $14,295-37.4% | $12,046-25.8% | $12,312-27.4% |