Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 | $468,290 | $96,678+384.4% | $86,640+440.5% | $139,466+235.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.36% | 106.69%-94.3pp | 592.52%-580.2pp | 373.66%-361.3pp |
| Employer contribution / active EE | $3,928 | $3,265+20.3% | $3,024+29.9% | $4,754-17.4% |
| Participant deferral / active EE | $89 | $4,837-98.2% | $4,438-98.0% | $6,712-98.7% |
| Admin fee / account holder | $136,364 | $6,410+2027.4% | $5,616+2328.3% | $11,409+1095.3% |