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 | $264,371 | $171,867+53.8% | $149,721+76.6% | $147,586+79.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.70% | 2113.36%-2099.7pp | 1501.67%-1488.0pp | 578.59%-564.9pp |
| Employer contribution / active EE | $10,409 | $6,275+65.9% | $5,444+91.2% | $4,876+113.5% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,453 | $13,799-31.5% | $11,282-16.2% | $10,886-13.2% |