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 | $384,946 | $202,342+90.2% | $172,753+122.8% | $152,909+151.7% |
| Participation rate | 95.0% | 87.1%+7.9pp | 82.6%+12.4pp | 82.5%+12.5pp |
| Annual return | 19.77% | 1029.88%-1010.1pp | 803.00%-783.2pp | 345.46%-325.7pp |
| Employer contribution / active EE | $22,048 | $5,857+276.4% | $5,144+328.6% | $4,764+362.8% |
| Participant deferral / active EE | $3,707 | $5,948-37.7% | $5,198-28.7% | $5,851-36.7% |
| Admin fee / account holder | $12,437 | $17,112-27.3% | $13,956-10.9% | $11,601+7.2% |