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 | $256,969 | $202,342+27.0% | $172,752+48.7% | $152,897+68.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.47% | 1029.83%-1013.4pp | 802.97%-786.5pp | 345.43%-329.0pp |
| Employer contribution / active EE | $8,627 | $5,858+47.3% | $5,144+67.7% | $4,764+81.1% |
| Participant deferral / active EE | $11,194 | $5,948+88.2% | $5,198+115.4% | $5,851+91.3% |
| Admin fee / account holder | $121,070 | $17,111+607.6% | $13,955+767.6% | $11,599+943.8% |