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 | $4,598 | $48,314-90.5% | $67,561-93.2% | $80,925-94.3% |
| Participation rate | 94.0% | 66.4%+27.7pp | 72.9%+21.1pp | 67.7%+26.4pp |
| Annual return | 0.00% | 18.28%-18.3pp | 3525.44%-3525.4pp | 35.65%-35.6pp |
| Employer contribution / active EE | $1,829 | $2,022-9.5% | $2,735-33.1% | $2,756-33.6% |
| Participant deferral / active EE | $2,833 | $2,927-3.2% | $4,003-29.2% | $4,299-34.1% |
| Admin fee / account holder | $548 | $3,690-85.1% | $4,006-86.3% | $6,940-92.1% |