Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 1 actuary disclosure
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 | $69,691 | $315,136-77.9% | $286,273-75.7% | $254,542-72.6% |
| Participation rate | 100.0% | 37.3%+62.7pp | 30.6%+69.4pp | 47.3%+52.7pp |
| Annual return | 11.06% | 10.25%+0.8pp | 10.78%+0.3pp | 12.16%-1.1pp |
| Employer contribution / active EE | $14,615 | $47,546-69.3% | $41,857-65.1% | $44,747-67.3% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $673 | $103,433-99.3% | $83,605-99.2% | $17,640-96.2% |