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 | $12,716 | $147,594-91.4% | $121,871-89.6% | $198,609-93.6% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.2%+1.8pp | 82.4%-7.4pp |
| Annual return | 48.95% | 12.94%+36.0pp | 13.57%+35.4pp | 202.70%-153.7pp |
| Employer contribution / active EE | $3,655 | $3,007+21.5% | $2,731+33.8% | $5,055-27.7% |
| Participant deferral / active EE | $6,168 | $5,168+19.3% | $4,318+42.8% | $6,977-11.6% |
| Admin fee / account holder | $2,011 | $15,134-86.7% | $11,551-82.6% | $19,030-89.4% |