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 | $411,469 | $99,053+315.4% | $88,179+366.6% | $138,895+196.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 12.34% | 78.17%-65.8pp | 64.97%-52.6pp | 145.39%-133.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,000 | $5,225+129.6% | $4,614+160.1% | $6,396+87.6% |
| Admin fee / account holder | $2,559 | $8,748-70.8% | $7,673-66.7% | $12,562-79.6% |