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 | $153,522 | $183,539-16.4% | $155,556-1.3% | $145,897+5.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.24% | 61.31%-54.1pp | 64.84%-57.6pp | 552.29%-545.0pp |
| Employer contribution / active EE | $5,402 | $5,315+1.6% | $4,675+15.5% | $4,663+15.9% |
| Participant deferral / active EE | $5,557 | $6,467-14.1% | $5,631-1.3% | $6,689-16.9% |
| Admin fee / account holder | $4,370 | $19,275-77.3% | $15,885-72.5% | $13,390-67.4% |