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 | $97,247 | $167,533-42.0% | $151,645-35.9% | $134,545-27.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -18.60% | 7.81%-26.4pp | 3.34%-21.9pp | 418.37%-437.0pp |
| Employer contribution / active EE | $1,728 | $6,828-74.7% | $6,165-72.0% | $4,742-63.6% |
| Participant deferral / active EE | $10,358 | $8,985+15.3% | $8,363+23.9% | $6,401+61.8% |
| Admin fee / account holder | $847 | $13,781-93.9% | $11,614-92.7% | $11,431-92.6% |