Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $93,523 | $118,496-21.1% | $98,461-5.0% | $139,466-32.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 9.40% | 18.96%-9.6pp | 21.17%-11.8pp | 373.66%-364.3pp |
| Employer contribution / active EE | $1,068 | $3,611-70.4% | $3,049-65.0% | $4,754-77.5% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $9,683 | $14,056-31.1% | $8,961+8.1% | $11,409-15.1% |