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 | $611,657 | $160,028+282.2% | $147,080+315.9% | $145,884+319.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.00% | 98.60%-93.6pp | 420.17%-415.2pp | 551.85%-546.8pp |
| Employer contribution / active EE | $5,250 | $5,286-0.7% | $4,933+6.4% | $4,662+12.6% |
| Participant deferral / active EE | $15,250 | $8,422+81.1% | $8,066+89.1% | $6,690+128.0% |
| Admin fee / account holder | $22,333 | $15,030+48.6% | $12,989+71.9% | $13,392+66.8% |