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 | $99,016 | $180,459-45.1% | $154,108-35.7% | $135,380-26.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.02% | 888.21%-898.2pp | 735.21%-745.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $2,107 | $6,035-65.1% | $5,298-60.2% | $4,779-55.9% |
| Participant deferral / active EE | $3,134 | $5,806-46.0% | $5,081-38.3% | $5,609-44.1% |
| Admin fee / account holder | $14,492 | $16,145-10.2% | $13,411+8.1% | $10,828+33.8% |