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 | $292,115 | $202,342+44.4% | $172,752+69.1% | $152,897+91.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.08% | 1029.83%-1006.7pp | 802.97%-779.9pp | 345.43%-322.3pp |
| Employer contribution / active EE | $21,732 | $5,858+271.0% | $5,144+322.5% | $4,764+356.2% |
| Participant deferral / active EE | $15,912 | $5,948+167.5% | $5,198+206.1% | $5,851+172.0% |
| Admin fee / account holder | $5,175 | $17,111-69.8% | $13,955-62.9% | $11,599-55.4% |