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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $748,433 | $160,070+367.6% | $147,117+408.7% | $145,897+413.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.71% | 98.69%-90.0pp | 420.54%-411.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $46,000 | $5,285+770.5% | $4,932+832.6% | $4,663+886.6% |
| Participant deferral / active EE | $30,500 | $8,419+262.3% | $8,065+278.2% | $6,689+356.0% |
| Admin fee / account holder | $3,455 | $15,035-77.0% | $12,993-73.4% | $13,390-74.2% |