Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $92,964 | $206,458-55.0% | $177,167-47.5% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | - |
| Annual return | -6.21% | 4.11%-10.3pp | -2.52%-3.7pp | - |
| Employer contribution / active EE | $0 | $17,961-100.0% | $82,375-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $201-100.0% | - |
| Admin fee / account holder | $2,512 | $14,541-82.7% | $1,917+31.1% | - |