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 | $269,926 | $176,077+53.3% | $159,455+69.3% | $167,518+61.1% |
| Participation rate | 95.7% | 84.9%+10.7pp | 82.8%+12.8pp | 82.1%+13.5pp |
| Annual return | 18.56% | 331.83%-313.3pp | 263.63%-245.1pp | 478.71%-460.1pp |
| Employer contribution / active EE | $14,557 | $5,298+174.8% | $4,830+201.4% | $4,838+200.9% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $14,363 | $12,556+14.4% | $10,800+33.0% | $12,312+16.7% |