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 | $19,862 | $166,131-88.0% | $164,975-88.0% | $145,877-86.4% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.6%+5.6pp | 80.3%+3.9pp |
| Annual return | 15.69% | 100.37%-84.7pp | 70.12%-54.4pp | 551.28%-535.6pp |
| Employer contribution / active EE | $2,247 | $5,276-57.4% | $4,343-48.3% | $4,663-51.8% |
| Participant deferral / active EE | $5,081 | $6,962-27.0% | $6,033-15.8% | $6,691-24.1% |
| Admin fee / account holder | $667 | $16,648-96.0% | $12,688-94.7% | $13,402-95.0% |