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 | $25,443 | $100,911-74.8% | $90,440-71.9% | $158,966-84.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.73% | 1726.62%-1721.9pp | 1294.38%-1289.6pp | 302.95%-298.2pp |
| Employer contribution / active EE | $2,038 | $3,690-44.8% | $3,263-37.6% | $4,762-57.2% |
| Participant deferral / active EE | $2,475 | $4,348-43.1% | $3,964-37.6% | $5,983-58.6% |
| Admin fee / account holder | $7,897 | $6,507+21.4% | $5,615+40.7% | $11,250-29.8% |