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 | $211,288+199.9% | $178,540+254.9% | $145,884+334.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 578.64% | 30.27%+548.4pp | 27.15%+551.5pp | 551.85%+26.8pp |
| Employer contribution / active EE | $5,250 | $4,574+14.8% | $3,953+32.8% | $4,662+12.6% |
| Participant deferral / active EE | $20,000 | $6,967+187.1% | $6,281+218.4% | $6,690+199.0% |
| Admin fee / account holder | $143,344 | $12,105+1084.1% | $10,424+1275.1% | $13,392+970.4% |