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 | $434,432 | $135,905+219.7% | $126,068+244.6% | $198,609+118.7% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 4.84% | 14.07%-9.2pp | 15.01%-10.2pp | 202.70%-197.9pp |
| Employer contribution / active EE | $31,250 | $4,245+636.1% | $3,968+687.6% | $5,055+518.2% |
| Participant deferral / active EE | $0 | $8,523-100.0% | $8,214-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,718 | $21,036-82.3% | $18,264-79.6% | $19,030-80.5% |