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 | $73,893 | $110,212-33.0% | $96,534-23.5% | $139,466-47.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 28.55% | 26.42%+2.1pp | 25.88%+2.7pp | 373.66%-345.1pp |
| Employer contribution / active EE | $1,082 | $3,620-70.1% | $2,965-63.5% | $4,754-77.2% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,864 | $11,599-49.4% | $8,253-29.0% | $11,409-48.6% |