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 | $569,849 | $112,729+405.5% | $98,716+477.3% | $137,256+315.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 0.00% | 38.48%-38.5pp | 31.81%-31.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $21,250 | $4,640+358.0% | $4,048+425.0% | $6,407+231.7% |
| Admin fee / account holder | $417 | $10,129-95.9% | $8,703-95.2% | $12,270-96.6% |