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 | $98,235 | $97,289+1.0% | $92,805+5.9% | $155,188-36.7% |
| Participation rate | 77.8% | 84.2%-6.4pp | 83.5%-5.7pp | 80.8%-3.0pp |
| Annual return | 14.59% | 29.03%-14.4pp | 31.59%-17.0pp | 148.84%-134.2pp |
| Employer contribution / active EE | $16,111 | $3,632+343.6% | $3,424+370.5% | $4,248+279.3% |
| Participant deferral / active EE | $0 | $8,795-100.0% | $8,448-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,393 | $12,015-55.1% | $10,911-50.6% | $14,480-62.8% |