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 | $15,854 | $183,592-91.4% | $155,574-89.8% | $145,877-89.1% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 19.76% | 61.37%-41.6pp | 64.87%-45.1pp | 551.28%-531.5pp |
| Employer contribution / active EE | $3,301 | $5,317-37.9% | $4,676-29.4% | $4,663-29.2% |
| Participant deferral / active EE | $5,084 | $6,466-21.4% | $5,629-9.7% | $6,691-24.0% |
| Admin fee / account holder | $302 | $19,316-98.4% | $15,914-98.1% | $13,402-97.7% |