Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $396 | $106,923-99.6% | $84,023-99.5% | $152,909-99.7% |
| Participation rate | 0.0% | 75.3%-75.3pp | 69.0%-69.0pp | 82.5%-82.5pp |
| Annual return | -4.10% | 105.02%-109.1pp | 71.32%-75.4pp | 345.46%-349.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,106 | $8,289-26.3% | $6,102+0.1% | $11,601-47.4% |