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.)
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 | $129,144 | $106,749+21.0% | $145,433-11.2% | $82,448+56.6% |
| Participation rate | 98.3% | 75.6%+22.7pp | 82.1%+16.2pp | 68.1%+30.3pp |
| Annual return | 23.04% | 27.59%-4.5pp | 66.58%-43.5pp | 41.64%-18.6pp |
| Employer contribution / active EE | $6,699 | $3,444+94.5% | $4,554+47.1% | $2,551+162.6% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,865 | $8,390-6.3% | $13,129-40.1% | $7,234+8.7% |