Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $204,564 | $201,344+1.6% | $184,243+11.0% | $145,877+40.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.19% | 29.01%-25.8pp | 28.82%-25.6pp | 551.28%-548.1pp |
| Employer contribution / active EE | $6,000 | $7,022-14.6% | $6,427-6.6% | $4,663+28.7% |
| Participant deferral / active EE | $9,162 | $9,807-6.6% | $9,132+0.3% | $6,691+36.9% |
| Admin fee / account holder | $94,532 | $16,382+477.1% | $13,914+579.4% | $13,402+605.3% |