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 | $437,149 | $110,240+296.5% | $96,544+352.8% | $139,487+213.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 26.41%-26.4pp | 25.88%-25.9pp | 373.84%-373.8pp |
| Employer contribution / active EE | $16,036 | $3,622+342.7% | $2,966+440.6% | $4,755+237.3% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,625 | $11,602-68.8% | $8,254-56.1% | $11,407-68.2% |