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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,527 | $202,342-71.1% | $172,752-66.1% | $152,897-61.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.56% | 1029.83%-1027.3pp | 802.97%-800.4pp | 345.43%-342.9pp |
| Employer contribution / active EE | $209 | $5,858-96.4% | $5,144-95.9% | $4,764-95.6% |
| Participant deferral / active EE | $3,160 | $5,948-46.9% | $5,198-39.2% | $5,851-46.0% |
| Admin fee / account holder | $27,638 | $17,111+61.5% | $13,955+98.1% | $11,599+138.3% |