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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,381 | $67,459+36.9% | $74,184+24.5% | - |
| Participation rate | 0.0% | 75.7%-75.7pp | 76.6%-76.6pp | - |
| Annual return | -0.47% | 3.47%-3.9pp | 17.74%-18.2pp | - |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,370-100.0% | - |
| Participant deferral / active EE | $0 | $3,061-100.0% | $3,550-100.0% | - |
| Admin fee / account holder | $11,259 | $9,869+14.1% | $5,586+101.6% | - |