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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,858 | $438,681-45.3% | $438,681-45.3% | $254,173-5.6% |
| Participation rate | 100.0% | 48.2%+51.8pp | 44.3%+55.7pp | 43.0%+57.0pp |
| Annual return | 10.84% | 4.01%+6.8pp | 4.26%+6.6pp | 259.17%-248.3pp |
| Employer contribution / active EE | $38,481 | $56,756-32.2% | $54,767-29.7% | $41,471-7.2% |
| Participant deferral / active EE | $0 | $15-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $13,953 | $2,187+538.0% | $2,187+538.0% | $21,502-35.1% |