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 | $239,571+108.0% | $183,328+171.8% | $137,256+263.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 15.00% | 35.69%-20.7pp | 29.67%-14.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $0 | $6,148-100.0% | $5,055-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $28,167 | $7,995+252.3% | $6,795+314.5% | $6,407+339.6% |
| Admin fee / account holder | $1,947 | $30,059-93.5% | $21,427-90.9% | $12,270-84.1% |