Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $326,764 | $162,803+100.7% | $473,625-31.0% | $287,034+13.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 37.3%+62.7pp | 55.9%+44.1pp |
| Annual return | 10.45% | 17.22%-6.8pp | 20.18%-9.7pp | 24.44%-14.0pp |
| Employer contribution / active EE | $50,000 | $35,410+41.2% | $29,108+71.8% | $41,344+20.9% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $615 | $1,223-49.7% | $2,262-72.8% | $22,013-97.2% |