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.
Participant 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.)
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 | $44,756 | $178,174-74.9% | $156,181-71.3% | $137,256-67.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.81% | 84.19%-72.4pp | 64.87%-53.1pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,317 | $4,972-73.5% | $4,294-69.3% | $4,156-68.3% |
| Participant deferral / active EE | $1,699 | $6,888-75.3% | $6,132-72.3% | $6,407-73.5% |
| Admin fee / account holder | $1,089 | $17,404-93.7% | $14,586-92.5% | $12,270-91.1% |