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.)
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 | $294,380 | $102,385+187.5% | $147,080+100.1% | $80,935+263.7% |
| Participation rate | 91.2% | 75.9%+15.3pp | 82.2%+9.0pp | 67.7%+23.5pp |
| Annual return | 11.04% | 135.09%-124.1pp | 420.17%-409.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $3,721 | $3,717+0.1% | $4,933-24.6% | $2,757+35.0% |
| Participant deferral / active EE | $8,101 | $6,651+21.8% | $8,066+0.4% | $4,299+88.4% |
| Admin fee / account holder | $44,659 | $7,951+461.7% | $12,989+243.8% | $6,924+545.0% |