Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $469,857 | $199,435+135.6% | $186,087+152.5% | $222,458+111.2% |
| Participation rate | 100.0% | 59.6%+40.4pp | 37.8%+62.2pp | 48.7%+51.3pp |
| Annual return | 0.66% | -2.05%+2.7pp | -2.13%+2.8pp | -2.16%+2.8pp |
| Employer contribution / active EE | $75,894 | $44,216+71.6% | $34,127+122.4% | $42,949+76.7% |
| Participant deferral / active EE | $0 | $109-100.0% | $131-100.0% | $153-100.0% |
| Admin fee / account holder | $2,328 | $1,011+130.3% | $941+147.5% | $12,572-81.5% |