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 | $21,471 | $185,905-88.5% | $170,057-87.4% | $139,487-84.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 0.00% | 60.56%-60.6pp | 53.42%-53.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $3,193 | $7,597-58.0% | $6,790-53.0% | $4,755-32.9% |
| Participant deferral / active EE | $18,203 | $11,627+56.6% | $10,411+74.8% | $6,713+171.2% |
| Admin fee / account holder | $1,767 | $15,397-88.5% | $12,826-86.2% | $11,407-84.5% |