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 | $260,117 | $113,174+129.8% | - | $145,897+78.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | - | 80.3%+19.7pp |
| Annual return | 11.39% | 21.70%-10.3pp | - | 552.29%-540.9pp |
| Employer contribution / active EE | $30,000 | $5,760+420.8% | - | $4,663+543.4% |
| Participant deferral / active EE | $0 | $5,566-100.0% | - | $6,689-100.0% |
| Admin fee / account holder | $716 | $6,302-88.6% | - | $13,390-94.7% |