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 | $12,332 | $95,453-87.1% | $112,040-89.0% | $82,448-85.0% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.5%+19.5pp | 68.1%+27.9pp |
| Annual return | 20.41% | 23.92%-3.5pp | 24.52%-4.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $2,574 | $2,318+11.0% | $2,954-12.9% | $2,551+0.9% |
| Participant deferral / active EE | $2,702 | $4,224-36.0% | $5,098-47.0% | $4,139-34.7% |
| Admin fee / account holder | $827 | $9,013-90.8% | $12,098-93.2% | $7,234-88.6% |