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.
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.)
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 | $449,303 | $380,050+18.2% | $322,681+39.2% | $237,064+89.5% |
| Participation rate | 100.0% | 34.9%+65.1pp | 27.6%+72.4pp | 45.6%+54.4pp |
| Annual return | 12.68% | 3.71%+9.0pp | 4.07%+8.6pp | 4.16%+8.5pp |
| Employer contribution / active EE | $16,667 | $41,545-59.9% | $36,235-54.0% | $42,918-61.2% |
| Participant deferral / active EE | $0 | $240-100.0% | $215-100.0% | $128-100.0% |
| Admin fee / account holder | $44,946 | $8,300+441.5% | $7,128+530.6% | $21,465+109.4% |