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 | $447,753 | $202,342+121.3% | $172,753+159.2% | $152,909+192.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.69% | 1029.88%-1009.2pp | 803.00%-782.3pp | 345.46%-324.8pp |
| Employer contribution / active EE | $13,956 | $5,857+138.3% | $5,144+171.3% | $4,764+193.0% |
| Participant deferral / active EE | $12,614 | $5,948+112.1% | $5,198+142.7% | $5,851+115.6% |
| Admin fee / account holder | $472 | $17,112-97.2% | $13,956-96.6% | $11,601-95.9% |