Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $639,546 | $201,344+217.6% | $184,243+247.1% | $145,877+338.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 493.90% | 29.01%+464.9pp | 28.82%+465.1pp | 551.28%-57.4pp |
| Employer contribution / active EE | $34,234 | $7,022+387.5% | $6,427+432.7% | $4,663+634.2% |
| Participant deferral / active EE | $18,633 | $9,807+90.0% | $9,132+104.0% | $6,691+178.5% |
| Admin fee / account holder | $371 | $16,382-97.7% | $13,914-97.3% | $13,402-97.2% |