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 | $538,133 | $172,111+212.7% | $150,298+258.0% | $137,256+292.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 492.23% | 69.37%+422.9pp | 62.79%+429.4pp | 220.34%+271.9pp |
| Employer contribution / active EE | $46,500 | $4,636+903.0% | $4,154+1019.4% | $4,156+1018.9% |
| Participant deferral / active EE | $31,000 | $6,166+402.8% | $5,453+468.5% | $6,407+383.9% |
| Admin fee / account holder | $764 | $16,471-95.4% | $14,116-94.6% | $12,270-93.8% |