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 | $45,958 | $133,998-65.7% | $112,263-59.1% | $134,545-65.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.86% | 47.17%-64.0pp | 27.49%-44.4pp | 418.37%-435.2pp |
| Employer contribution / active EE | $4,432 | $4,040+9.7% | $3,636+21.9% | $4,742-6.5% |
| Participant deferral / active EE | $10,765 | $5,292+103.4% | $4,729+127.6% | $6,401+68.2% |
| Admin fee / account holder | $2,162 | $7,493-71.1% | $6,410-66.3% | $11,431-81.1% |