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 | $375,453 | $154,193+143.5% | $130,045+188.7% | $139,466+169.2% |
| Participation rate | 94.7% | 82.0%+12.8pp | 78.5%+16.2pp | 80.3%+14.4pp |
| Annual return | 0.00% | 32.51%-32.5pp | -137.30%+137.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $15,692 | $5,292+196.5% | $4,321+263.1% | $4,754+230.1% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $506 | $13,989-96.4% | $10,600-95.2% | $11,409-95.6% |