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 | $227,291+654.5% | $214,702+698.7% | $155,188+1005.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 14.30% | 60.08%-45.8pp | 54.55%-40.3pp | 148.84%-134.5pp |
| Employer contribution / active EE | $36,129 | $6,772+433.5% | $6,461+459.2% | $4,248+750.5% |
| Participant deferral / active EE | $13,318 | $9,582+39.0% | $9,147+45.6% | $6,531+103.9% |
| Admin fee / account holder | $32,861 | $20,413+61.0% | $19,830+65.7% | $14,480+126.9% |