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 | $1,714,807 | $223,823+666.1% | $211,142+712.2% | $154,746+1008.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.30% | 50.39%-36.1pp | 46.84%-32.5pp | 172.34%-158.0pp |
| Employer contribution / active EE | $36,129 | $6,787+432.4% | $6,442+460.8% | $4,379+725.0% |
| Participant deferral / active EE | $13,318 | $9,750+36.6% | $9,284+43.4% | $6,730+97.9% |
| Admin fee / account holder | $32,861 | $19,707+66.7% | $19,076+72.3% | $14,365+128.8% |