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 | $12,619 | $183,627-93.1% | $155,602-91.9% | $145,978-91.4% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 0.00% | 61.32%-61.3pp | 64.81%-64.8pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1,134 | $5,316-78.7% | $4,675-75.8% | $4,662-75.7% |
| Participant deferral / active EE | $3,659 | $6,466-43.4% | $5,629-35.0% | $6,690-45.3% |
| Admin fee / account holder | $11,022 | $19,327-43.0% | $15,923-30.8% | $13,400-17.7% |