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 | $134,796 | $100,938+33.5% | $90,461+49.0% | $158,982-15.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.18% | 1727.20%-1720.0pp | 1294.76%-1287.6pp | 302.99%-295.8pp |
| Employer contribution / active EE | $5,727 | $3,691+55.1% | $3,264+75.5% | $4,763+20.2% |
| Participant deferral / active EE | $5,727 | $4,350+31.7% | $3,964+44.5% | $5,983-4.3% |
| Admin fee / account holder | $37,427 | $6,510+474.9% | $5,617+566.4% | $11,252+232.6% |