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 | $300,711 | $202,342+48.6% | $172,752+74.1% | $152,897+96.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 29.36% | 1029.83%-1000.5pp | 802.97%-773.6pp | 345.43%-316.1pp |
| Employer contribution / active EE | $8,277 | $5,858+41.3% | $5,144+60.9% | $4,764+73.7% |
| Participant deferral / active EE | $5,840 | $5,948-1.8% | $5,198+12.4% | $5,851-0.2% |
| Admin fee / account holder | $1,846 | $17,111-89.2% | $13,955-86.8% | $11,599-84.1% |