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 | $102,898 | $70,418+46.1% | $96,570+6.6% | $85,847+19.9% |
| Participation rate | 94.2% | 61.8%+32.4pp | 69.8%+24.4pp | 69.3%+24.9pp |
| Annual return | 2.09% | 18.59%-16.5pp | 37.79%-35.7pp | 318.61%-316.5pp |
| Employer contribution / active EE | $12,535 | $1,413+787.0% | $2,357+431.8% | $2,565+388.6% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,790 | $4,995+35.9% | $6,182+9.8% | $6,261+8.5% |