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 | $78,988 | $166,131-52.5% | $164,975-52.1% | $145,877-45.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.39% | 100.37%-100.0pp | 70.12%-69.7pp | 551.28%-550.9pp |
| Employer contribution / active EE | $19,345 | $5,276+266.7% | $4,343+345.5% | $4,663+314.9% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $16,751 | $16,648+0.6% | $12,688+32.0% | $13,402+25.0% |