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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,762 | $99,995-96.2% | $85,063-95.6% | $145,978-97.4% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 0.00% | 83.99%-84.0pp | 66.54%-66.5pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1,381 | $3,231-57.3% | $2,727-49.4% | $4,662-70.4% |
| Participant deferral / active EE | $2,284 | $5,295-56.9% | $4,523-49.5% | $6,690-65.9% |
| Admin fee / account holder | $707 | $7,255-90.3% | $6,155-88.5% | $13,400-94.7% |