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 | $3,572,404 | $223,823+1496.1% | $211,142+1591.9% | $154,746+2208.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 24.86% | 50.39%-25.5pp | 46.84%-22.0pp | 172.34%-147.5pp |
| Employer contribution / active EE | $1,644 | $6,787-75.8% | $6,442-74.5% | $4,379-62.5% |
| Participant deferral / active EE | $15,500 | $9,750+59.0% | $9,284+67.0% | $6,730+130.3% |
| Admin fee / account holder | $130,753 | $19,707+563.5% | $19,076+585.4% | $14,365+810.2% |