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 | $812,085 | $183,516+342.5% | $155,534+422.1% | $145,884+456.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.79% | 61.43%-43.6pp | 64.92%-47.1pp | 551.85%-534.1pp |
| Employer contribution / active EE | $46,000 | $5,315+765.5% | $4,675+884.0% | $4,662+886.6% |
| Participant deferral / active EE | $30,500 | $6,467+371.7% | $5,630+441.7% | $6,690+355.9% |
| Admin fee / account holder | $7,292 | $19,293-62.2% | $15,900-54.1% | $13,392-45.5% |