Sign up free to preview peer percentile detail
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,155 | $358,721-60.1% | $319,563-55.2% | $330,599-56.7% |
| Participation rate | 100.0% | 53.8%+46.2pp | 41.2%+58.8pp | 43.7%+56.3pp |
| Annual return | 8.64% | 6.80%+1.8pp | 7.24%+1.4pp | 13.05%-4.4pp |
| Employer contribution / active EE | $41,500 | $35,435+17.1% | $33,207+25.0% | $37,664+10.2% |
| Participant deferral / active EE | $0 | $51-100.0% | $48-100.0% | $48-100.0% |
| Admin fee / account holder | $798 | $196+306.8% | $196+306.8% | $31,365-97.5% |