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 | $407,117 | $159,978+154.5% | $147,041+176.9% | $145,978+178.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.12% | 98.36%-93.2pp | 419.21%-414.1pp | 550.52%-545.4pp |
| Employer contribution / active EE | $27,780 | $5,288+425.3% | $4,935+462.9% | $4,662+495.9% |
| Participant deferral / active EE | $22,334 | $8,429+165.0% | $8,071+176.7% | $6,690+233.9% |
| Admin fee / account holder | $468 | $15,053-96.9% | $13,006-96.4% | $13,400-96.5% |