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 | $179,578 | $103,038+74.3% | $90,324+98.8% | $152,909+17.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 25.85% | 95.25%-69.4pp | 78.15%-52.3pp | 345.46%-319.6pp |
| Employer contribution / active EE | $6,848 | $3,141+118.1% | $2,856+139.8% | $4,764+43.8% |
| Participant deferral / active EE | $6,848 | $4,282+59.9% | $3,885+76.3% | $5,851+17.0% |
| Admin fee / account holder | $759 | $6,177-87.7% | $5,356-85.8% | $11,601-93.5% |