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 | $284,768 | $103,164+176.0% | $90,259+215.5% | $154,746+84.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 18.11% | 19.25%-1.1pp | 18.88%-0.8pp | 172.34%-154.2pp |
| Employer contribution / active EE | $5,474 | $2,532+116.2% | $2,291+138.9% | $4,379+25.0% |
| Participant deferral / active EE | $17,000 | $4,422+284.5% | $3,827+344.3% | $6,730+152.6% |
| Admin fee / account holder | $5,406 | $8,593-37.1% | $7,267-25.6% | $14,365-62.4% |