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 | $342,739 | $202,342+69.4% | $172,753+98.4% | $152,909+124.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.47% | 1029.88%-1001.4pp | 803.00%-774.5pp | 345.46%-317.0pp |
| Employer contribution / active EE | $9,369 | $5,857+60.0% | $5,144+82.1% | $4,764+96.7% |
| Participant deferral / active EE | $6,042 | $5,948+1.6% | $5,198+16.2% | $5,851+3.3% |
| Admin fee / account holder | $10,737 | $17,112-37.3% | $13,956-23.1% | $11,601-7.4% |