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 | $14,789 | $93,345-84.2% | $119,126-87.6% | $87,485-83.1% |
| Participation rate | 85.7% | 68.7%+17.0pp | 75.8%+10.0pp | 68.9%+16.8pp |
| Annual return | 41.62% | 19.08%+22.5pp | 282.11%-240.5pp | 26.06%+15.6pp |
| Employer contribution / active EE | $2,073 | $3,172-34.6% | $4,034-48.6% | $2,596-20.1% |
| Participant deferral / active EE | $5,546 | $4,099+35.3% | $5,318+4.3% | $4,274+29.8% |
| Admin fee / account holder | $2,081 | $8,039-74.1% | $10,693-80.5% | $7,775-73.2% |