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 | $13,923 | $150,435-90.7% | $120,580-88.5% | $145,897-90.5% |
| Participation rate | 87.5% | 78.8%+8.7pp | 72.0%+15.5pp | 80.3%+7.2pp |
| Annual return | 18.55% | 154.60%-136.0pp | 107.48%-88.9pp | 552.29%-533.7pp |
| Employer contribution / active EE | $2,381 | $4,352-45.3% | $3,469-31.4% | $4,663-48.9% |
| Participant deferral / active EE | $6,229 | $6,174+0.9% | $4,995+24.7% | $6,689-6.9% |
| Admin fee / account holder | $315 | $12,182-97.4% | $9,418-96.7% | $13,390-97.7% |