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 | $252,066 | $160,059+57.5% | $140,019+80.0% | $135,379+86.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 10.92% | 911.44%-900.5pp | 651.15%-640.2pp | 519.79%-508.9pp |
| Employer contribution / active EE | $37,500 | $6,420+484.1% | $5,605+569.0% | $4,779+684.7% |
| Participant deferral / active EE | $18,500 | $7,641+142.1% | $6,927+167.1% | $5,609+229.8% |
| Admin fee / account holder | $3,524 | $13,328-73.6% | $10,705-67.1% | $10,828-67.5% |