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 | $35,325 | $458,960-92.3% | $170,028-79.2% | - |
| Participation rate | 0.0% | 84.2%-84.2pp | 87.0%-87.0pp | - |
| Annual return | 6.08% | 12.18%-6.1pp | 53.39%-47.3pp | - |
| Employer contribution / active EE | $0 | $4,293-100.0% | $6,788-100.0% | - |
| Participant deferral / active EE | $0 | $7,668-100.0% | $10,409-100.0% | - |
| Admin fee / account holder | $5,250 | $63,551-91.7% | $12,820-59.0% | - |