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 | $21,640 | $97,550-77.8% | $120,344-82.0% | $87,485-75.3% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.7%+15.3pp | 68.9%+23.1pp |
| Annual return | 76.96% | 18.41%+58.5pp | 20.30%+56.7pp | 26.06%+50.9pp |
| Employer contribution / active EE | $4,163 | $2,291+81.7% | $3,020+37.8% | $2,596+60.3% |
| Participant deferral / active EE | $7,209 | $4,230+70.4% | $5,135+40.4% | $4,274+68.7% |
| Admin fee / account holder | $410 | $9,543-95.7% | $12,742-96.8% | $7,775-94.7% |