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 | $530,666 | $110,093+382.0% | $97,295+445.4% | $145,897+263.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.46% | 244.76%-231.3pp | 75.62%-62.2pp | 552.29%-538.8pp |
| Employer contribution / active EE | $2,500 | $3,077-18.8% | $2,723-8.2% | $4,663-46.4% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $18,302 | $6,212+194.6% | $5,646+224.1% | $13,390+36.7% |