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 | $83,948 | $81,358+3.2% | $155,556-46.0% | $80,959+3.7% |
| Participation rate | 77.8% | 66.3%+11.5pp | 78.2%-0.4pp | 67.7%+10.1pp |
| Annual return | 19.38% | 33.39%-14.0pp | 64.84%-45.5pp | 35.67%-16.3pp |
| Employer contribution / active EE | $10,886 | $3,106+250.4% | $4,675+132.8% | $2,757+294.8% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,390 | $7,994-20.1% | $15,885-59.8% | $6,925-7.7% |