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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,372 | $88,815+295.6% | $81,882+329.1% | $145,897+140.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.95% | 1033.75%-1020.8pp | 779.47%-766.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,200 | $3,086-61.1% | $2,916-58.8% | $4,663-74.3% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $444,498 | $8,434+5170.1% | $7,360+5939.7% | $13,390+3219.5% |