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 | $11,305 | $124,425-90.9% | $112,040-89.9% | $137,256-91.8% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.5%+19.0pp | 80.0%+15.5pp |
| Annual return | 12.08% | 24.72%-12.6pp | 24.52%-12.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,554 | $3,411-25.1% | $2,954-13.6% | $4,156-38.6% |
| Participant deferral / active EE | $6,949 | $5,718+21.5% | $5,098+36.3% | $6,407+8.5% |
| Admin fee / account holder | $6,715 | $15,207-55.8% | $12,098-44.5% | $12,270-45.3% |