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 | $25,275 | $95,406-73.5% | $185,849-86.4% | $85,847-70.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.81% | 23.59%-9.8pp | 122.10%-108.3pp | 318.61%-304.8pp |
| Employer contribution / active EE | $6,808 | $3,314+105.5% | $5,169+31.7% | $2,565+165.4% |
| Participant deferral / active EE | $3,780 | $3,424+10.4% | $5,569-32.1% | $3,952-4.3% |
| Admin fee / account holder | $2,464 | $7,214-65.8% | $16,244-84.8% | $6,261-60.6% |