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 | $507,259 | $70,684+617.6% | $169,397+199.4% | $75,177+574.7% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 14.58% | 36.38%-21.8pp | 406.23%-391.7pp | 160.75%-146.2pp |
| Employer contribution / active EE | $3,621 | $2,211+63.8% | $4,013-9.8% | $2,671+35.5% |
| Participant deferral / active EE | $24,209 | $4,310+461.7% | $6,223+289.0% | $4,126+486.7% |
| Admin fee / account holder | $44,663 | $5,404+726.5% | $9,017+395.3% | $5,651+690.3% |