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 | $20,729 | $195,758-89.4% | $182,032-88.6% | $285,997-92.8% |
| Participation rate | 100.0% | 25.1%+74.9pp | 13.4%+86.6pp | 55.8%+44.2pp |
| Annual return | 8.09% | 3.70%+4.4pp | 7.69%+0.4pp | 24.44%-16.4pp |
| Employer contribution / active EE | $1,380 | $38,258-96.4% | $28,501-95.2% | $41,348-96.7% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $317 | $61,373-99.5% | $51,246-99.4% | $22,013-98.6% |