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.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $543,354 | $281,394+93.1% | $270,125+101.1% | $350,408+55.1% |
| Participation rate | 100.0% | 44.3%+55.7pp | 35.7%+64.3pp | 44.4%+55.6pp |
| Annual return | -9.48% | -41.91%+32.4pp | -38.85%+29.4pp | -14.65%+5.2pp |
| Employer contribution / active EE | $69,463 | $40,094+73.2% | $37,752+84.0% | $46,317+50.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $30,667 | $15,763+94.5% | $16,942+81.0% | $14,631+109.6% |