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 | $423,065 | $275,752+53.4% | $256,809+64.7% | $198,609+113.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 4.78% | 34.81%-30.0pp | 32.73%-27.9pp | 202.70%-197.9pp |
| Employer contribution / active EE | $7,193 | $7,721-6.8% | $7,263-1.0% | $5,055+42.3% |
| Participant deferral / active EE | $23,167 | $10,037+130.8% | $9,520+143.4% | $6,977+232.1% |
| Admin fee / account holder | $437 | $25,716-98.3% | $25,146-98.3% | $19,030-97.7% |