Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,125,166 | $425,338+164.5% | $411,917+173.2% | $248,183+353.4% |
| Participation rate | 100.0% | 35.6%+64.4pp | 16.2%+83.8pp | 45.9%+54.1pp |
| Annual return | 5.34% | 9.03%-3.7pp | 10.36%-5.0pp | 10.21%-4.9pp |
| Employer contribution / active EE | $911,600 | $48,592+1776.0% | $37,738+2315.6% | $42,272+2056.5% |
| Participant deferral / active EE | $0 | $154-100.0% | $137-100.0% | $121-100.0% |
| Admin fee / account holder | $39,876 | $16,407+143.0% | $15,661+154.6% | $13,518+195.0% |