Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $213 | $169,361-99.9% | $129,397-99.8% | $145,877-99.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -31.45% | 14395.54%-14427.0pp | 9453.98%-9485.4pp | 551.28%-582.7pp |
| Employer contribution / active EE | $1,800 | $5,542-67.5% | $4,154-56.7% | $4,663-61.4% |
| Participant deferral / active EE | $4,500 | $4,987-9.8% | $4,167+8.0% | $6,691-32.7% |
| Admin fee / account holder | $58,662 | $9,903+492.4% | $7,679+663.9% | $13,402+337.7% |