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 | $2,724,929 | $169,336+1509.2% | $129,384+2006.1% | $145,884+1767.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.72% | 14408.70%-14401.0pp | 9461.77%-9454.1pp | 551.85%-544.1pp |
| Employer contribution / active EE | $38,521 | $5,540+595.3% | $4,153+827.5% | $4,662+726.2% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $189,958 | $9,912+1816.4% | $7,686+2371.6% | $13,392+1318.5% |