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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $552,299 | $128,324+330.4% | $115,507+378.2% | $237,064+133.0% |
| Participation rate | 100.0% | 52.7%+47.3pp | 42.8%+57.2pp | 45.6%+54.4pp |
| Annual return | 2.50% | 3.98%-1.5pp | 4.07%-1.6pp | 4.16%-1.7pp |
| Employer contribution / active EE | $3,481 | $53,200-93.5% | $45,149-92.3% | $42,918-91.9% |
| Participant deferral / active EE | $0 | $90-100.0% | $92-100.0% | $128-100.0% |
| Admin fee / account holder | $1,031 | $241,606-99.6% | $203,571-99.5% | $21,465-95.2% |