Sign up free to preview peer percentile detail
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 | $493,798 | $102,422+382.1% | $147,117+235.7% | $80,959+509.9% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.7%+22.0pp |
| Annual return | 1020.12% | 135.16%+885.0pp | 420.54%+599.6pp | 35.67%+984.5pp |
| Employer contribution / active EE | $42,241 | $3,717+1036.3% | $4,932+756.4% | $2,757+1432.1% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $25,488 | $7,953+220.5% | $12,993+96.2% | $6,925+268.0% |