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 | $188,809 | $209,422-9.8% | $178,503+5.8% | $158,982+18.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.70% | 188.81%-184.1pp | 151.12%-146.4pp | 302.99%-298.3pp |
| Employer contribution / active EE | $10,145 | $5,707+77.8% | $5,011+102.4% | $4,763+113.0% |
| Participant deferral / active EE | $15,442 | $5,955+159.3% | $5,202+196.8% | $5,983+158.1% |
| Admin fee / account holder | $29,073 | $17,079+70.2% | $13,987+107.9% | $11,252+158.4% |