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.)
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 | $3,187 | $99,380-96.8% | $90,312-96.5% | $155,188-97.9% |
| Participation rate | 0.0% | 77.3%-77.3pp | 72.9%-72.9pp | 80.8%-80.8pp |
| Annual return | 13.68% | 19.35%-5.7pp | 18.90%-5.2pp | 148.84%-135.2pp |
| Employer contribution / active EE | $0 | $2,390-100.0% | $2,243-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,749-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,903 | $9,766-80.5% | $8,248-76.9% | $14,480-86.9% |