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 | $6,598 | $93,346-92.9% | $71,796-90.8% | $273,972-97.6% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 83.0%-83.0pp |
| Annual return | 6.90% | 130.39%-123.5pp | 78.04%-71.1pp | 41.46%-34.6pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $385,027 | $6,571+5759.9% | $4,815+7896.5% | $10,133+3699.9% |