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 | $225,652 | $138,076+63.4% | $123,553+82.6% | $135,380+66.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.71% | 153.70%-148.0pp | 119.21%-113.5pp | 519.81%-514.1pp |
| Employer contribution / active EE | $10,000 | $5,152+94.1% | $4,628+116.1% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,269 | $10,917-42.6% | $9,284-32.5% | $10,828-42.1% |