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 | $504,590 | $111,830+351.2% | $93,696+438.5% | $145,884+245.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.82% | 204.08%-189.3pp | 133.74%-118.9pp | 551.85%-537.0pp |
| Employer contribution / active EE | $29,583 | $3,093+856.5% | $2,422+1121.5% | $4,662+534.5% |
| Participant deferral / active EE | $14,667 | $4,920+198.1% | $4,417+232.1% | $6,690+119.2% |
| Admin fee / account holder | $83,333 | $10,249+713.1% | $8,287+905.6% | $13,392+522.3% |