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 | $9,715 | $87,060-88.8% | $105,591-90.8% | $80,911-88.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 367.96% | 17.05%+350.9pp | 116.43%+251.5pp | 35.63%+332.3pp |
| Employer contribution / active EE | $1,740 | $2,396-27.4% | $3,166-45.0% | $2,756-36.9% |
| Participant deferral / active EE | $2,050 | $3,986-48.6% | $5,008-59.1% | $4,297-52.3% |
| Admin fee / account holder | $354 | $8,442-95.8% | $11,024-96.8% | $6,935-94.9% |