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 | $428,610 | $202,342+111.8% | $172,753+148.1% | $152,909+180.3% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 17.34% | 1029.88%-1012.5pp | 803.00%-785.7pp | 345.46%-328.1pp |
| Employer contribution / active EE | $10,698 | $5,857+82.6% | $5,144+108.0% | $4,764+124.6% |
| Participant deferral / active EE | $4,960 | $5,948-16.6% | $5,198-4.6% | $5,851-15.2% |
| Admin fee / account holder | $912 | $17,112-94.7% | $13,956-93.5% | $11,601-92.1% |