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 | $295,542 | $110,337+167.9% | $102,383+188.7% | $145,877+102.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 11.28% | 24.83%-13.6pp | 24.94%-13.7pp | 551.28%-540.0pp |
| Employer contribution / active EE | $810 | $4,216-80.8% | $3,870-79.1% | $4,663-82.6% |
| Participant deferral / active EE | $20,368 | $5,621+262.4% | $5,060+302.6% | $6,691+204.4% |
| Admin fee / account holder | $435 | $9,750-95.5% | $8,391-94.8% | $13,402-96.8% |