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 | $7,413 | $107,809-93.1% | $97,032-92.4% | $155,188-95.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 28.80% | 38.06%-9.3pp | 35.38%-6.6pp | 148.84%-120.0pp |
| Employer contribution / active EE | $2,485 | $2,911-14.6% | $2,629-5.5% | $4,248-41.5% |
| Participant deferral / active EE | $2,485 | $5,129-51.6% | $4,672-46.8% | $6,531-61.9% |
| Admin fee / account holder | $1,472 | $10,717-86.3% | $9,418-84.4% | $14,480-89.8% |