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 | $446,787 | $202,342+120.8% | $172,753+158.6% | $152,909+192.2% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.5%+12.3pp |
| Annual return | 26.96% | 1029.88%-1002.9pp | 803.00%-776.0pp | 345.46%-318.5pp |
| Employer contribution / active EE | $19,817 | $5,857+238.3% | $5,144+285.3% | $4,764+316.0% |
| Participant deferral / active EE | $14,227 | $5,948+139.2% | $5,198+173.7% | $5,851+143.1% |
| Admin fee / account holder | $7,498 | $17,112-56.2% | $13,956-46.3% | $11,601-35.4% |