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 | $732,757 | $166,242+340.8% | $165,071+343.9% | $145,884+402.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.31% | 100.44%-94.1pp | 70.17%-63.9pp | 551.85%-545.5pp |
| Employer contribution / active EE | $8,897 | $5,283+68.4% | $4,347+104.7% | $4,662+90.8% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $24,512 | $16,658+47.1% | $12,695+93.1% | $13,392+83.0% |