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 | $33,311 | $116,462-71.4% | $740,967-95.5% | $116,462-71.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 93.1%+6.9pp | 74.7%+25.3pp |
| Annual return | 14.31% | 15.65%-1.3pp | 11.85%+2.5pp | 15.65%-1.3pp |
| Employer contribution / active EE | $1,361 | $3,231-57.9% | $10,506-87.0% | $3,231-57.9% |
| Participant deferral / active EE | $2,014 | $3,836-47.5% | $6,284-68.0% | $3,836-47.5% |
| Admin fee / account holder | $6,348 | $12,754-50.2% | $75,689-91.6% | $12,754-50.2% |