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 | $43,709 | $107,368-59.3% | $92,915-53.0% | $152,909-71.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 26.92% | 145.64%-118.7pp | 109.45%-82.5pp | 345.46%-318.5pp |
| Employer contribution / active EE | $2,064 | $4,222-51.1% | $3,653-43.5% | $4,764-56.7% |
| Participant deferral / active EE | $9,235 | $4,848+90.5% | $4,238+117.9% | $5,851+57.8% |
| Admin fee / account holder | $403 | $7,082-94.3% | $5,796-93.1% | $11,601-96.5% |