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.
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,787 | $116,289-80.4% | $106,128-78.5% | $330,599-93.1% |
| Participation rate | 100.0% | 17.5%+82.5pp | 12.2%+87.8pp | 43.7%+56.3pp |
| Annual return | 3.72% | 3.31%+0.4pp | 5.04%-1.3pp | 13.05%-9.3pp |
| Employer contribution / active EE | $2,168 | $33,999-93.6% | $26,454-91.8% | $37,664-94.2% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $307 | $22,109-98.6% | $16,625-98.2% | $31,365-99.0% |