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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $685,918 | $201,372+240.6% | $184,260+272.3% | $145,884+370.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.82% | 29.04%-3.2pp | 28.84%-3.0pp | 551.85%-526.0pp |
| Employer contribution / active EE | $757 | $7,024-89.2% | $6,427-88.2% | $4,662-83.8% |
| Participant deferral / active EE | $11,367 | $9,808+15.9% | $9,133+24.5% | $6,690+69.9% |
| Admin fee / account holder | $1,122 | $16,362-93.1% | $13,898-91.9% | $13,392-91.6% |