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 | $284,408 | $225,449+26.2% | $219,466+29.6% | $237,064+20.0% |
| Participation rate | 100.0% | 50.3%+49.7pp | 44.6%+55.4pp | 45.6%+54.4pp |
| Annual return | 3.49% | 4.17%-0.7pp | 5.00%-1.5pp | 4.16%-0.7pp |
| Employer contribution / active EE | $87,067 | $39,228+121.9% | $35,918+142.4% | $42,918+102.9% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $1,560 | $13,772-88.7% | $13,204-88.2% | $21,465-92.7% |