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 | $670,124 | $72,396+825.6% | $67,511+892.6% | $145,959+359.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 22.22% | 7194.07%-7171.9pp | 3517.41%-3495.2pp | 561.95%-539.7pp |
| Employer contribution / active EE | $23,000 | $3,071+649.0% | $2,733+741.7% | $4,661+393.5% |
| Participant deferral / active EE | $29,138 | $4,781+509.4% | $4,000+628.4% | $6,689+335.6% |
| Admin fee / account holder | $1,043 | $5,538-81.2% | $3,999-73.9% | $13,398-92.2% |