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 | $537,278 | $202,326+165.6% | $172,745+211.0% | $152,870+251.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.26% | 1029.72%-1008.5pp | 802.90%-781.6pp | 345.34%-324.1pp |
| Employer contribution / active EE | $4,872 | $5,858-16.8% | $5,144-5.3% | $4,763+2.3% |
| Participant deferral / active EE | $5,286 | $5,948-11.1% | $5,197+1.7% | $5,850-9.7% |
| Admin fee / account holder | $12,896 | $17,110-24.6% | $13,954-7.6% | $11,597+11.2% |