Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $98,221 | $134,001-26.7% | $112,258-12.5% | $134,509-27.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.85% | 47.15%-68.0pp | 27.47%-48.3pp | 418.13%-439.0pp |
| Employer contribution / active EE | $19,470 | $4,039+382.0% | $3,636+435.5% | $4,741+310.7% |
| Participant deferral / active EE | $20,500 | $5,291+287.4% | $4,728+333.5% | $6,400+220.3% |
| Admin fee / account holder | $664 | $7,491-91.1% | $6,411-89.7% | $11,427-94.2% |