Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $624,311 | $226,345+175.8% | $192,069+225.0% | $222,458+180.6% |
| Participation rate | 100.0% | 20.4%+79.6pp | 13.2%+86.8pp | 48.7%+51.3pp |
| Annual return | -1.81% | -1.22%-0.6pp | -0.79%-1.0pp | -2.16%+0.4pp |
| Employer contribution / active EE | $26,667 | $33,950-21.5% | $28,419-6.2% | $42,949-37.9% |
| Participant deferral / active EE | $0 | $36-100.0% | $37-100.0% | $153-100.0% |
| Admin fee / account holder | $10,997 | $7,882+39.5% | $6,324+73.9% | $12,572-12.5% |