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 | $706,856 | $156,398+352.0% | $147,318+379.8% | $138,895+408.9% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 17.24% | 78.75%-61.5pp | 70.43%-53.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $3,014 | $4,853-37.9% | $4,593-34.4% | $4,194-28.1% |
| Participant deferral / active EE | $5,199 | $8,237-36.9% | $7,906-34.2% | $6,396-18.7% |
| Admin fee / account holder | $252,001 | $14,976+1582.7% | $13,708+1738.4% | $12,562+1906.0% |