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 | $106,864+452.5% | $147,318+300.8% | $82,637+614.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.75% | 27.49%-15.7pp | 70.43%-58.7pp | 53.51%-41.8pp |
| Employer contribution / active EE | $9,155 | $3,417+168.0% | $4,593+99.3% | $2,552+258.7% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,709 | $8,415+15.4% | $13,708-29.2% | $7,339+32.3% |