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 | $633,660 | $211,105+200.2% | $178,449+255.1% | $145,978+334.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 578.64% | 30.19%+548.5pp | 27.09%+551.6pp | 550.52%+28.1pp |
| Employer contribution / active EE | $5,250 | $4,569+14.9% | $3,951+32.9% | $4,662+12.6% |
| Participant deferral / active EE | $20,000 | $6,959+187.4% | $6,277+218.6% | $6,690+199.0% |
| Admin fee / account holder | $143,344 | $12,017+1092.8% | $10,362+1283.4% | $13,400+969.7% |