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 | $10,248 | $159,978-93.6% | $147,041-93.0% | $145,978-93.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 0.00% | 98.36%-98.4pp | 419.21%-419.2pp | 550.52%-550.5pp |
| Employer contribution / active EE | $2,625 | $5,288-50.4% | $4,935-46.8% | $4,662-43.7% |
| Participant deferral / active EE | $6,198 | $8,429-26.5% | $8,071-23.2% | $6,690-7.3% |
| Admin fee / account holder | $423 | $15,053-97.2% | $13,006-96.7% | $13,400-96.8% |