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 | $118,431 | $209,422-43.4% | $178,503-33.7% | $158,982-25.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.76% | 188.81%-178.1pp | 151.12%-140.4pp | 302.99%-292.2pp |
| Employer contribution / active EE | $7,322 | $5,707+28.3% | $5,011+46.1% | $4,763+53.7% |
| Participant deferral / active EE | $5,496 | $5,955-7.7% | $5,202+5.6% | $5,983-8.2% |
| Admin fee / account holder | $917 | $17,079-94.6% | $13,987-93.4% | $11,252-91.9% |