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 | $550,241 | $209,336+162.9% | $197,124+179.1% | $137,256+300.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.53% | 48.09%-25.6pp | 44.34%-21.8pp | 220.34%-197.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $18,703 | $9,614+94.5% | $9,135+104.7% | $6,407+191.9% |
| Admin fee / account holder | $6,092 | $17,308-64.8% | $16,298-62.6% | $12,270-50.4% |