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 | $183,627+342.2% | $155,602+421.9% | $145,978+456.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.79% | 61.32%-43.5pp | 64.81%-47.0pp | 550.52%-532.7pp |
| Employer contribution / active EE | $46,000 | $5,316+765.3% | $4,675+883.9% | $4,662+886.7% |
| Participant deferral / active EE | $30,500 | $6,466+371.7% | $5,629+441.9% | $6,690+355.9% |
| Admin fee / account holder | $7,292 | $19,327-62.3% | $15,923-54.2% | $13,400-45.6% |