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 | $498,368 | $282,059+76.7% | $213,469+133.5% | $154,746+222.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.00% | 20.90%-5.9pp | 20.58%-5.6pp | 172.34%-157.3pp |
| Employer contribution / active EE | $0 | $6,189-100.0% | $4,994-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $28,167 | $8,186+244.1% | $6,841+311.8% | $6,730+318.5% |
| Admin fee / account holder | $1,947 | $37,435-94.8% | $27,141-92.8% | $14,365-86.4% |