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 | $7,477 | $160,070-95.3% | $147,117-94.9% | $145,897-94.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,778 | $5,285-66.3% | $4,932-63.9% | $4,663-61.9% |
| Participant deferral / active EE | $6,707 | $8,419-20.3% | $8,065-16.8% | $6,689+0.3% |
| Admin fee / account holder | $595 | $15,035-96.0% | $12,993-95.4% | $13,390-95.6% |