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 | $950,526 | $166,268+471.7% | $165,100+475.7% | $145,897+551.5% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.4pp |
| Annual return | 164.84% | 100.52%+64.3pp | 70.21%+94.6pp | 552.29%-387.4pp |
| Employer contribution / active EE | $8,496 | $5,284+60.8% | $4,348+95.4% | $4,663+82.2% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,496 | $16,659-49.0% | $12,696-33.1% | $13,390-36.5% |