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 | $1,942,302 | $160,070+1113.4% | $147,117+1220.2% | $145,897+1231.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.98% | 98.69%-73.7pp | 420.54%-395.6pp | 552.29%-527.3pp |
| Employer contribution / active EE | $18,947 | $5,285+258.5% | $4,932+284.1% | $4,663+306.4% |
| Participant deferral / active EE | $20,333 | $8,419+141.5% | $8,065+152.1% | $6,689+204.0% |
| Admin fee / account holder | $1,228 | $15,035-91.8% | $12,993-90.5% | $13,390-90.8% |