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 | $154,228+358.3% | $145,433+386.0% | $137,256+415.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 17.24% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,014 | $4,804-37.3% | $4,554-33.8% | $4,156-27.5% |
| Participant deferral / active EE | $5,199 | $8,216-36.7% | $7,897-34.2% | $6,407-18.8% |
| Admin fee / account holder | $252,001 | $14,344+1656.9% | $13,129+1819.4% | $12,270+1953.8% |