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 | $413,952 | $187,247+121.1% | $164,721+151.3% | $350,051+18.3% |
| Participation rate | 100.0% | 44.0%+56.0pp | 21.0%+79.0pp | 44.5%+55.5pp |
| Annual return | -14.52% | -5.84%-8.7pp | -5.85%-8.7pp | -14.65%+0.1pp |
| Employer contribution / active EE | $116,763 | $39,394+196.4% | $31,839+266.7% | $46,321+152.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $1,657 | $1,070+54.8% | $1,000+65.6% | $14,582-88.6% |