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 | $1,592 | $171,492-99.1% | $150,734-98.9% | $198,609-99.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 8.71% | 804.70%-796.0pp | 600.81%-592.1pp | 202.70%-194.0pp |
| Employer contribution / active EE | $4,141 | $5,470-24.3% | $4,918-15.8% | $5,055-18.1% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,643 | $17,628-90.7% | $14,905-89.0% | $19,030-91.4% |