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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,302 | $87,106-76.7% | $105,607-80.8% | $80,935-74.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 7.68% | 17.01%-9.3pp | 116.11%-108.4pp | 35.66%-28.0pp |
| Employer contribution / active EE | $1,182 | $2,396-50.7% | $3,167-62.7% | $2,757-57.1% |
| Participant deferral / active EE | $2,378 | $3,986-40.3% | $5,011-52.5% | $4,299-44.7% |
| Admin fee / account holder | $1,184 | $8,447-86.0% | $10,958-89.2% | $6,924-82.9% |