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 | $9,430 | $125,190-92.5% | $105,624-91.1% | $145,897-93.5% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 0.00% | 225.22%-225.2pp | 116.20%-116.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $3,336 | $3,720-10.3% | $3,168+5.3% | $4,663-28.5% |
| Participant deferral / active EE | $5,025 | $5,716-12.1% | $5,013+0.3% | $6,689-24.9% |
| Admin fee / account holder | $628 | $17,138-96.3% | $10,961-94.3% | $13,390-95.3% |