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 | $414,687 | $108,912+280.8% | $100,383+313.1% | $145,959+184.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 606.01% | 57.96%+548.0pp | 49.26%+556.7pp | 561.95%+44.1pp |
| Employer contribution / active EE | $69,000 | $4,423+1460.1% | $3,944+1649.6% | $4,661+1380.4% |
| Participant deferral / active EE | $0 | $8,451-100.0% | $8,086-100.0% | $6,689-100.0% |
| Admin fee / account holder | $493 | $9,690-94.9% | $7,900-93.8% | $13,398-96.3% |