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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,828 | $160,070-92.6% | $147,117-92.0% | $145,897-91.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.94% | 98.69%-95.7pp | 420.54%-417.6pp | 552.29%-549.4pp |
| Employer contribution / active EE | $3,802 | $5,285-28.1% | $4,932-22.9% | $4,663-18.5% |
| Participant deferral / active EE | $3,359 | $8,419-60.1% | $8,065-58.3% | $6,689-49.8% |
| Admin fee / account holder | $4,403 | $15,035-70.7% | $12,993-66.1% | $13,390-67.1% |