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 | $326,343 | $154,209+111.6% | $130,062+150.9% | $139,487+134.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 15.85% | 32.52%-16.7pp | -137.37%+153.2pp | 373.84%-358.0pp |
| Employer contribution / active EE | $1,035 | $5,292-80.4% | $4,322-76.0% | $4,755-78.2% |
| Participant deferral / active EE | $6,439 | $6,709-4.0% | $5,821+10.6% | $6,713-4.1% |
| Admin fee / account holder | $2,255 | $13,988-83.9% | $10,601-78.7% | $11,407-80.2% |