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 | $355,068 | $592,784-40.1% | $565,817-37.2% | $349,369+1.6% |
| Participation rate | 100.0% | 44.5%+55.5pp | 29.9%+70.1pp | 44.4%+55.6pp |
| Annual return | -11.15% | -8.21%-2.9pp | -8.80%-2.3pp | -14.65%+3.5pp |
| Employer contribution / active EE | $65,000 | $47,558+36.7% | $43,463+49.6% | $46,321+40.3% |
| Participant deferral / active EE | $0 | $12-100.0% | $12-100.0% | $60-100.0% |
| Admin fee / account holder | $2,749 | $945+190.9% | $866+217.3% | $14,582-81.2% |