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 | $518,537 | $159,934+224.2% | $147,005+252.7% | $145,959+255.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.17% | 98.24%-90.1pp | 418.76%-410.6pp | 561.95%-553.8pp |
| Employer contribution / active EE | $20,656 | $5,287+290.7% | $4,934+318.6% | $4,661+343.2% |
| Participant deferral / active EE | $16,787 | $8,427+99.2% | $8,070+108.0% | $6,689+151.0% |
| Admin fee / account holder | $22,649 | $15,053+50.5% | $13,006+74.1% | $13,398+69.0% |