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 | $405,889 | $49,976+712.2% | $66,674+508.8% | $82,637+391.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 15.46% | 39.09%-23.6pp | 321.24%-305.8pp | 53.51%-38.0pp |
| Employer contribution / active EE | $12,637 | $1,988+535.6% | $2,620+382.3% | $2,552+395.2% |
| Participant deferral / active EE | $11,186 | $2,847+293.0% | $4,084+173.9% | $4,126+171.1% |
| Admin fee / account holder | $21,919 | $4,594+377.2% | $5,098+329.9% | $7,339+198.7% |