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 | $69,214 | $135,645-49.0% | $110,243-37.2% | $135,379-48.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.30% | 513.24%-518.5pp | 314.76%-320.1pp | 519.79%-525.1pp |
| Employer contribution / active EE | $1,111 | $4,907-77.4% | $3,827-71.0% | $4,779-76.7% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $328 | $11,458-97.1% | $8,548-96.2% | $10,828-97.0% |