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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $578,524 | $192,455+200.6% | $192,455+200.6% | $254,542+127.3% |
| Participation rate | 100.0% | 32.0%+68.0pp | 27.6%+72.4pp | 47.4%+52.6pp |
| Annual return | 22.15% | 9.96%+12.2pp | 50.81%-28.7pp | 12.16%+10.0pp |
| Employer contribution / active EE | $65,500 | $48,404+35.3% | $42,739+53.3% | $44,747+46.4% |
| Participant deferral / active EE | $0 | $88-100.0% | $90-100.0% | $170-100.0% |
| Admin fee / account holder | $3,757 | $2,268+65.7% | $2,268+65.7% | $17,640-78.7% |