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 | $367,339 | $183,539+100.1% | $155,556+136.1% | $145,897+151.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.79% | 61.31%-44.5pp | 64.84%-48.0pp | 552.29%-535.5pp |
| Employer contribution / active EE | $23,924 | $5,315+350.1% | $4,675+411.7% | $4,663+413.1% |
| Participant deferral / active EE | $11,500 | $6,467+77.8% | $5,631+104.2% | $6,689+71.9% |
| Admin fee / account holder | $3,017 | $19,275-84.3% | $15,885-81.0% | $13,390-77.5% |