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.
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 | $48,318 | $187,247-74.2% | $164,721-70.7% | $349,369-86.2% |
| Participation rate | 100.0% | 44.0%+56.0pp | 21.0%+79.0pp | 44.4%+55.6pp |
| Annual return | -12.69% | -5.84%-6.8pp | -5.85%-6.8pp | -14.65%+2.0pp |
| Employer contribution / active EE | $727 | $39,394-98.2% | $31,839-97.7% | $46,321-98.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $441 | $1,070-58.8% | $1,000-56.0% | $14,582-97.0% |