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 | $15,554 | $183,539-91.5% | $155,556-90.0% | $145,897-89.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 19.64% | 61.31%-41.7pp | 64.84%-45.2pp | 552.29%-532.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,138 | $6,467-5.1% | $5,631+9.0% | $6,689-8.2% |
| Admin fee / account holder | $588 | $19,275-96.9% | $15,885-96.3% | $13,390-95.6% |