Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,282 | $358,721-84.0% | $319,563-82.1% | $339,457-83.1% |
| Participation rate | 100.0% | 53.8%+46.2pp | 41.2%+58.8pp | 43.9%+56.1pp |
| Annual return | 5.46% | 6.78%-1.3pp | 7.21%-1.8pp | 13.05%-7.6pp |
| Employer contribution / active EE | $5,902 | $35,408-83.3% | $33,209-82.2% | $37,651-84.3% |
| Participant deferral / active EE | $0 | $51-100.0% | $48-100.0% | $48-100.0% |
| Admin fee / account holder | $459 | $196+134.1% | $196+134.1% | $31,074-98.5% |