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.)
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 | $65,690 | $415,031-84.2% | $264,156-75.1% | - |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | - |
| Annual return | 20.53% | 15.23%+5.3pp | 4.74%+15.8pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $46,220-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $248-100.0% | - |
| Admin fee / account holder | $650 | $113,846-99.4% | $12,050-94.6% | - |