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 | $18,116 | $56,054-67.7% | $171,082-89.4% | $62,881-71.2% |
| Participation rate | 96.4% | 62.9%+33.6pp | 76.7%+19.7pp | 69.3%+27.1pp |
| Annual return | -30.56% | 22.52%-53.1pp | 32.56%-63.1pp | 20.14%-50.7pp |
| Employer contribution / active EE | $2,480 | $1,731+43.3% | $4,002-38.0% | $2,281+8.7% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,392 | $3,647-61.8% | $8,520-83.7% | $4,296-67.6% |