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 | $139,499 | $124,346+12.2% | $111,308+25.3% | $167,536-16.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 6.49% | 37.45%-31.0pp | 54.67%-48.2pp | 478.82%-472.3pp |
| Employer contribution / active EE | $3,813 | $3,437+10.9% | $2,732+39.6% | $4,839-21.2% |
| Participant deferral / active EE | $30,863 | $5,182+495.6% | $4,487+587.8% | $6,342+386.6% |
| Admin fee / account holder | $81,168 | $10,621+664.2% | $7,965+919.0% | $12,315+559.1% |