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 | $3,333 | $154,754-97.8% | $124,206-97.3% | $138,895-97.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 20.92% | 709.28%-688.4pp | 515.27%-494.4pp | 145.39%-124.5pp |
| Employer contribution / active EE | $200 | $4,446-95.5% | $3,540-94.4% | $4,194-95.2% |
| Participant deferral / active EE | $768 | $4,621-83.4% | $3,968-80.6% | $6,396-88.0% |
| Admin fee / account holder | $723 | $6,690-89.2% | $5,929-87.8% | $12,562-94.2% |