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.
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 | $55,019 | $468,422-88.3% | $468,422-88.3% | $339,457-83.8% |
| Participation rate | 100.0% | 51.6%+48.4pp | 30.5%+69.5pp | 43.9%+56.1pp |
| Annual return | 13.14% | 6.31%+6.8pp | 6.74%+6.4pp | 13.05%+0.1pp |
| Employer contribution / active EE | $1,375 | $48,172-97.1% | $43,785-96.9% | $37,651-96.3% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $48-100.0% |
| Admin fee / account holder | $675 | $1,988-66.0% | $1,988-66.0% | $31,074-97.8% |