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 | $48,192 | $415,031-88.4% | $110,523-56.4% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.6%-47.6pp | - |
| Annual return | 6.08% | 15.23%-9.2pp | 1.69%+4.4pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $24,295-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $1,031-100.0% | - |
| Admin fee / account holder | $935 | $113,846-99.2% | $1,392-32.8% | - |