Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $98,932 | $226,345-56.3% | $192,069-48.5% | $222,458-55.5% |
| Participation rate | 0.0% | 20.4%-20.4pp | 13.2%-13.2pp | 48.7%-48.7pp |
| Annual return | -2.17% | -1.22%-1.0pp | -0.79%-1.4pp | -2.16%0pp |
| Employer contribution / active EE | $12,559 | $33,950-63.0% | $28,419-55.8% | $42,949-70.8% |
| Participant deferral / active EE | $0 | $36-100.0% | $37-100.0% | $153-100.0% |
| Admin fee / account holder | $14,601 | $7,882+85.3% | $6,324+130.9% | $12,572+16.1% |