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 | $111,940 | $176,105-36.4% | $159,474-29.8% | $167,536-33.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.33% | 331.91%-323.6pp | 263.68%-255.3pp | 478.82%-470.5pp |
| Employer contribution / active EE | $8,598 | $5,299+62.3% | $4,831+78.0% | $4,839+77.7% |
| Participant deferral / active EE | $8,022 | $7,751+3.5% | $7,353+9.1% | $6,342+26.5% |
| Admin fee / account holder | $9,356 | $12,559-25.5% | $10,802-13.4% | $12,315-24.0% |