Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,753 | $202,387-94.2% | $57,196-79.5% | - |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.3%-75.3pp | - |
| Annual return | -0.14% | 10.83%-11.0pp | 14.59%-14.7pp | - |
| Employer contribution / active EE | $0 | $2,304-100.0% | $2,683-100.0% | - |
| Participant deferral / active EE | $0 | $2,991-100.0% | $3,096-100.0% | - |
| Admin fee / account holder | $927 | $22,351-95.9% | $3,141-70.5% | - |