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.
Employer 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.)
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 | $60,732 | $160,059-62.1% | $140,019-56.6% | $135,380-55.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.59% | 911.48%-918.1pp | 651.17%-657.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $1,233 | $6,420-80.8% | $5,605-78.0% | $4,779-74.2% |
| Participant deferral / active EE | $4,346 | $7,641-43.1% | $6,927-37.3% | $5,609-22.5% |
| Admin fee / account holder | $14,426 | $13,328+8.2% | $10,705+34.8% | $10,828+33.2% |