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.
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 | $267,101 | $377,855-29.3% | $375,279-28.8% | $286,788-6.9% |
| Participation rate | 100.0% | 38.5%+61.5pp | 36.7%+63.3pp | 37.6%+62.4pp |
| Annual return | 9.93% | 9.94%0pp | 9.78%+0.2pp | 9.30%+0.6pp |
| Employer contribution / active EE | $60,153 | $49,417+21.7% | $46,882+28.3% | $43,748+37.5% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $1,260 | $4,392-71.3% | $5,665-77.8% | $12,596-90.0% |