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 | $1,547,382 | $159,934+867.5% | $147,005+952.6% | $145,959+960.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.70% | 98.24%-75.5pp | 418.76%-396.1pp | 561.95%-539.2pp |
| Employer contribution / active EE | $13,149 | $5,287+148.7% | $4,934+166.5% | $4,661+182.1% |
| Participant deferral / active EE | $20,333 | $8,427+141.3% | $8,070+152.0% | $6,689+204.0% |
| Admin fee / account holder | $25,401 | $15,053+68.7% | $13,006+95.3% | $13,398+89.6% |