Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $630,913 | $343,683+83.6% | $333,750+89.0% | $349,369+80.6% |
| Participation rate | 100.0% | 57.6%+42.4pp | 48.6%+51.4pp | 44.4%+55.6pp |
| Annual return | -4.96% | -9.47%+4.5pp | -9.60%+4.6pp | -14.65%+9.7pp |
| Employer contribution / active EE | $150,000 | $58,413+156.8% | $56,630+164.9% | $46,321+223.8% |
| Participant deferral / active EE | $0 | $123-100.0% | $124-100.0% | $60-100.0% |
| Admin fee / account holder | $4,772 | $5,347-10.8% | $5,181-7.9% | $14,582-67.3% |