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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,726,614 | $149,040+1729.5% | $120,225+2167.9% | $137,256+1886.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.17% | 605.68%-596.5pp | 439.23%-430.1pp | 220.34%-211.2pp |
| Employer contribution / active EE | $71,730 | $4,350+1548.9% | $3,475+1963.9% | $4,156+1625.9% |
| Participant deferral / active EE | $54,000 | $4,655+1060.1% | $3,999+1250.4% | $6,407+742.9% |
| Admin fee / account holder | $12,312 | $6,348+94.0% | $5,696+116.1% | $12,270+0.3% |