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 | $252,539 | $111,785+125.9% | $93,669+169.6% | $145,877+73.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.68% | 203.79%-201.1pp | 133.59%-130.9pp | 551.28%-548.6pp |
| Employer contribution / active EE | $3,008 | $3,096-2.8% | $2,424+24.1% | $4,663-35.5% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $17,913 | $10,256+74.7% | $8,291+116.1% | $13,402+33.7% |