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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $156,220 | $268,676-41.9% | $268,676-41.9% | $349,369-55.3% |
| Participation rate | 100.0% | 55.0%+45.0pp | 37.9%+62.1pp | 44.4%+55.6pp |
| Annual return | -20.66% | -11.17%-9.5pp | -10.68%-10.0pp | -14.65%-6.0pp |
| Employer contribution / active EE | $20,240 | $55,905-63.8% | $48,995-58.7% | $46,321-56.3% |
| Participant deferral / active EE | $0 | $129-100.0% | $360-100.0% | $60-100.0% |
| Admin fee / account holder | $1,203 | $4,366-72.5% | $4,366-72.5% | $14,582-91.8% |