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 | $318,554 | $223,143+42.8% | $209,859+51.8% | $237,064+34.4% |
| Participation rate | 100.0% | 54.7%+45.3pp | 42.7%+57.3pp | 45.6%+54.4pp |
| Annual return | 23.05% | 4.44%+18.6pp | 4.16%+18.9pp | 4.16%+18.9pp |
| Employer contribution / active EE | $302,934 | $38,002+697.1% | $29,966+910.9% | $42,918+605.8% |
| Participant deferral / active EE | $0 | $147-100.0% | $145-100.0% | $128-100.0% |
| Admin fee / account holder | $13,833 | $15,395-10.1% | $13,952-0.9% | $21,465-35.6% |