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 | $201,370+1.6% | $184,256+11.0% | $145,897+40.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.19% | 29.05%-25.9pp | 28.85%-25.7pp | 552.29%-549.1pp |
| Employer contribution / active EE | $6,000 | $7,024-14.6% | $6,427-6.6% | $4,663+28.7% |
| Participant deferral / active EE | $9,162 | $9,808-6.6% | $9,133+0.3% | $6,689+37.0% |
| Admin fee / account holder | $94,532 | $16,364+477.7% | $13,899+580.1% | $13,390+606.0% |