Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.)
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 | $73,970 | $268,458-72.4% | $264,156-72.0% | $237,064-68.8% |
| Participation rate | 100.0% | 50.9%+49.1pp | 45.6%+54.4pp | 45.6%+54.4pp |
| Annual return | 0.01% | 4.72%-4.7pp | 4.74%-4.7pp | 4.16%-4.2pp |
| Employer contribution / active EE | $42,500 | $48,881-13.1% | $46,220-8.0% | $42,918-1.0% |
| Participant deferral / active EE | $0 | $242-100.0% | $248-100.0% | $128-100.0% |
| Admin fee / account holder | $125,125 | $12,218+924.1% | $12,050+938.4% | $21,465+482.9% |