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.)
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 | $590,423 | $106,524+454.3% | $152,301+287.7% | $87,485+574.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 11.75% | 26.89%-15.1pp | 80.50%-68.8pp | 26.06%-14.3pp |
| Employer contribution / active EE | $9,155 | $3,371+171.6% | $4,624+98.0% | $2,596+252.6% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,709 | $8,287+17.2% | $14,398-32.6% | $7,775+24.9% |