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 | $290,126 | $202,342+43.4% | $172,753+67.9% | $152,909+89.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.75% | 1029.88%-1008.1pp | 803.00%-781.2pp | 345.46%-323.7pp |
| Employer contribution / active EE | $13,759 | $5,857+134.9% | $5,144+167.5% | $4,764+188.8% |
| Participant deferral / active EE | $12,513 | $5,948+110.4% | $5,198+140.7% | $5,851+113.8% |
| Admin fee / account holder | $385 | $17,112-97.8% | $13,956-97.2% | $11,601-96.7% |