Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $401,036 | $183,539+118.5% | $155,556+157.8% | $145,897+174.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.85% | 61.31%-54.5pp | 64.84%-58.0pp | 552.29%-545.4pp |
| Employer contribution / active EE | $754 | $5,315-85.8% | $4,675-83.9% | $4,663-83.8% |
| Participant deferral / active EE | $8,321 | $6,467+28.7% | $5,631+47.8% | $6,689+24.4% |
| Admin fee / account holder | $18,457 | $19,275-4.2% | $15,885+16.2% | $13,390+37.8% |