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 | $12,845 | $129,737-90.1% | $119,126-89.2% | $154,746-91.7% |
| Participation rate | 72.7% | 78.9%-6.1pp | 75.8%-3.0pp | 80.7%-8.0pp |
| Annual return | 22.78% | 379.08%-356.3pp | 282.11%-259.3pp | 172.34%-149.6pp |
| Employer contribution / active EE | $1,815 | $4,375-58.5% | $4,034-55.0% | $4,379-58.6% |
| Participant deferral / active EE | $2,482 | $5,842-57.5% | $5,318-53.3% | $6,730-63.1% |
| Admin fee / account holder | $490 | $11,961-95.9% | $10,693-95.4% | $14,365-96.6% |