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 | $252,410 | $166,242+51.8% | $165,071+52.9% | $145,884+73.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.66% | 100.44%-96.8pp | 70.17%-66.5pp | 551.85%-548.2pp |
| Employer contribution / active EE | $26,111 | $5,283+394.3% | $4,347+500.6% | $4,662+460.0% |
| Participant deferral / active EE | $59,277 | $6,964+751.2% | $6,035+882.2% | $6,690+786.1% |
| Admin fee / account holder | $3,298 | $16,658-80.2% | $12,695-74.0% | $13,392-75.4% |