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 | $593,852 | $160,040+271.1% | $147,096+303.7% | $145,877+307.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 21.57% | 98.49%-76.9pp | 419.75%-398.2pp | 551.28%-529.7pp |
| Employer contribution / active EE | $5,000 | $5,289-5.5% | $4,936+1.3% | $4,663+7.2% |
| Participant deferral / active EE | $24,400 | $8,429+189.5% | $8,071+202.3% | $6,691+264.7% |
| Admin fee / account holder | $2,551 | $15,050-83.1% | $13,005-80.4% | $13,402-81.0% |