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 | $262,352 | $202,342+29.7% | $172,753+51.9% | $152,909+71.6% |
| Participation rate | 81.3% | 87.1%-5.8pp | 82.6%-1.4pp | 82.5%-1.2pp |
| Annual return | 122.66% | 1029.88%-907.2pp | 803.00%-680.3pp | 345.46%-222.8pp |
| Employer contribution / active EE | $4,599 | $5,857-21.5% | $5,144-10.6% | $4,764-3.5% |
| Participant deferral / active EE | $4,171 | $5,948-29.9% | $5,198-19.8% | $5,851-28.7% |
| Admin fee / account holder | $2,894 | $17,112-83.1% | $13,956-79.3% | $11,601-75.1% |