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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,960 | $32,279+33.1% | $180,484-76.2% | $46,757-8.1% |
| Participation rate | 100.0% | 8.3%+91.7pp | 10.1%+89.9pp | 11.3%+88.7pp |
| Annual return | 17.53% | 10.98%+6.6pp | 10.53%+7.0pp | 10.41%+7.1pp |
| Employer contribution / active EE | $7,290 | $15,231-52.1% | $29,360-75.2% | $14,691-50.4% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $709 | $397+78.8% | $1,273-44.3% | $2,646-73.2% |