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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,651 | $212,470-20.2% | $428,620-60.4% | $254,542-33.4% |
| Participation rate | 75.0% | 52.4%+22.6pp | 46.0%+29.0pp | 47.3%+27.7pp |
| Annual return | 25.92% | 21.43%+4.5pp | 20.73%+5.2pp | 12.16%+13.8pp |
| Employer contribution / active EE | $37,500 | $39,472-5.0% | $36,503+2.7% | $44,747-16.2% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $1,332 | $5,476-75.7% | $7,495-82.2% | $17,640-92.5% |