Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $264,307 | $627,365-57.9% | $577,535-54.2% | $669,896-60.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.1%+21.9pp | 90.5%+9.5pp |
| Annual return | 14.60% | 5.73%+8.9pp | 6.14%+8.5pp | 11.25%+3.3pp |
| Employer contribution / active EE | $33,333 | $12,122+175.0% | $11,530+189.1% | $23,407+42.4% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $2,961-100.0% | $8,339-100.0% |
| Admin fee / account holder | $1,754 | $10,557-83.4% | $9,502-81.5% | $52,310-96.6% |