Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,890 | $458,700-86.1% | $458,700-86.1% | $339,457-81.2% |
| Participation rate | 100.0% | 46.5%+53.5pp | 39.9%+60.1pp | 43.9%+56.1pp |
| Annual return | 1.07% | 8.41%-7.3pp | 8.59%-7.5pp | 13.05%-12.0pp |
| Employer contribution / active EE | $155,921 | $36,698+324.9% | $33,035+372.0% | $37,651+314.1% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $289,942 | $33,172+774.1% | $33,172+774.1% | $31,074+833.1% |