Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $770,281 | $185,312+315.7% | $161,489+377.0% | $154,746+397.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 674.47% | 103.84%+570.6pp | 89.72%+584.8pp | 172.34%+502.1pp |
| Employer contribution / active EE | $24,100 | $4,769+405.3% | $4,268+464.6% | $4,379+450.3% |
| Participant deferral / active EE | $12,700 | $6,350+100.0% | $5,630+125.6% | $6,730+88.7% |
| Admin fee / account holder | $4,753 | $18,654-74.5% | $16,006-70.3% | $14,365-66.9% |