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 | $434,432 | $107,666+303.5% | $102,184+325.1% | $154,746+180.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 4.84% | 29.33%-24.5pp | 31.58%-26.7pp | 172.34%-167.5pp |
| Employer contribution / active EE | $31,250 | $3,846+712.5% | $3,594+769.6% | $4,379+613.6% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,718 | $12,943-71.3% | $11,609-68.0% | $14,365-74.1% |