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 | $164,706 | $90,607+81.8% | $79,467+107.3% | $135,380+21.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.10% | 977.74%-986.8pp | 718.30%-727.4pp | 519.81%-528.9pp |
| Employer contribution / active EE | $5,732 | $3,068+86.9% | $2,800+104.7% | $4,779+20.0% |
| Participant deferral / active EE | $5,732 | $4,050+41.5% | $3,704+54.8% | $5,609+2.2% |
| Admin fee / account holder | $21,184 | $5,895+259.4% | $5,104+315.0% | $10,828+95.6% |