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 | $95,391 | $181,896-47.6% | $156,551-39.1% | $273,972-65.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.70% | 30.74%-25.0pp | 32.23%-26.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $3,810 | $6,248-39.0% | $5,501-30.7% | $4,869-21.7% |
| Participant deferral / active EE | $6,862 | $5,550+23.6% | $4,871+40.9% | $5,287+29.8% |
| Admin fee / account holder | $78,067 | $15,560+401.7% | $13,028+499.2% | $10,133+670.5% |