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.
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 | $77,412 | $57,974+33.5% | $105,290-26.5% | $49,655+55.9% |
| Participation rate | 92.0% | 24.0%+68.0pp | 13.5%+78.5pp | 18.6%+73.4pp |
| Annual return | 10.86% | 9.14%+1.7pp | 64.50%-53.6pp | 9.77%+1.1pp |
| Employer contribution / active EE | $7,200 | $21,902-67.1% | $23,990-70.0% | $13,890-48.2% |
| Participant deferral / active EE | $0 | $0 | $287-100.0% | $102-100.0% |
| Admin fee / account holder | $1,488 | $1,4880% | $4,431-66.4% | $2,893-48.5% |