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 | $99,334 | $531,493-81.3% | $92,132+7.8% | $531,493-81.3% |
| Participation rate | 100.0% | 86.9%+13.1pp | 99.1%+0.9pp | 86.9%+13.1pp |
| Annual return | 6.93% | 9.82%-2.9pp | -0.51%+7.4pp | 9.82%-2.9pp |
| Employer contribution / active EE | $0 | $22,221-100.0% | $4,037-100.0% | $22,221-100.0% |
| Participant deferral / active EE | $12,875 | $6,107+110.8% | $5,132+150.9% | $6,107+110.8% |
| Admin fee / account holder | $318,494 | $42,466+650.0% | $42,791+644.3% | $42,466+650.0% |