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 | $12,028 | $183,592-93.4% | $155,574-92.3% | $145,877-91.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.00% | 61.37%-43.4pp | 64.87%-46.9pp | 551.28%-533.3pp |
| Employer contribution / active EE | $2,642 | $5,317-50.3% | $4,676-43.5% | $4,663-43.3% |
| Participant deferral / active EE | $6,699 | $6,466+3.6% | $5,629+19.0% | $6,691+0.1% |
| Admin fee / account holder | $992 | $19,316-94.9% | $15,914-93.8% | $13,402-92.6% |