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 | $140,291 | $87,834+59.7% | $133,975+4.7% | $62,881+123.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 0.56% | 12.05%-11.5pp | 29.29%-28.7pp | 20.14%-19.6pp |
| Employer contribution / active EE | $18,182 | $3,482+422.1% | $5,211+248.9% | $2,281+697.1% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $13,824 | $5,372+157.3% | $9,324+48.3% | $4,296+221.8% |