Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,499 | $160,028+59.7% | $147,080+73.7% | $145,884+75.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.88% | 98.60%-93.7pp | 420.17%-415.3pp | 551.85%-547.0pp |
| Employer contribution / active EE | $24,630 | $5,286+366.0% | $4,933+399.3% | $4,662+428.3% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $120,844 | $15,030+704.0% | $12,989+830.4% | $13,392+802.4% |