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 | $106,524+21.2% | $152,301-15.2% | $87,485+47.6% |
| Participation rate | 98.3% | 75.8%+22.6pp | 82.4%+15.9pp | 68.9%+29.4pp |
| Annual return | 23.04% | 26.89%-3.8pp | 80.50%-57.5pp | 26.06%-3.0pp |
| Employer contribution / active EE | $6,699 | $3,371+98.7% | $4,624+44.9% | $2,596+158.0% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,865 | $8,287-5.1% | $14,398-45.4% | $7,775+1.2% |