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 | $275,933 | $40,271+585.2% | $57,357+381.1% | $59,633+362.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.05% | 27.53%-25.5pp | 24.41%-22.4pp | 2041.47%-2039.4pp |
| Employer contribution / active EE | $2,224 | $1,922+15.7% | $2,689-17.3% | $2,203+1.0% |
| Participant deferral / active EE | $5,815 | $2,400+142.3% | $3,162+83.9% | $3,192+82.2% |
| Admin fee / account holder | $26,850 | $2,821+851.7% | $3,357+699.7% | $4,297+524.9% |