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.
Employer 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 | $29,725 | $142,816-79.2% | $128,366-76.8% | $248,183-88.0% |
| Participation rate | 75.0% | 22.2%+52.8pp | 19.3%+55.7pp | 45.9%+29.1pp |
| Annual return | 12.71% | 8.48%+4.2pp | 9.39%+3.3pp | 10.21%+2.5pp |
| Employer contribution / active EE | $5,852 | $40,983-85.7% | $33,466-82.5% | $42,272-86.2% |
| Participant deferral / active EE | $0 | $682-100.0% | $657-100.0% | $121-100.0% |
| Admin fee / account holder | $2,214 | $2,425-8.7% | $2,132+3.8% | $13,518-83.6% |