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 | $8,393 | $110,410-92.4% | $102,437-91.8% | $145,897-94.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 47.18% | 24.85%+22.3pp | 24.95%+22.2pp | 552.29%-505.1pp |
| Employer contribution / active EE | $3,061 | $4,217-27.4% | $3,871-20.9% | $4,663-34.4% |
| Participant deferral / active EE | $6,800 | $5,622+21.0% | $5,060+34.4% | $6,689+1.7% |
| Admin fee / account holder | $3,441 | $9,745-64.7% | $8,388-59.0% | $13,390-74.3% |