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 | $145,865 | $415,031-64.9% | $500,101-70.8% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | - |
| Annual return | -0.83% | 15.23%-16.1pp | 2.08%-2.9pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $47,324-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | - |
| Admin fee / account holder | $2,684 | $113,846-97.6% | $1,916+40.0% | - |