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 | $138,577 | $160,059-13.4% | $140,019-1.0% | $135,380+2.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.93% | 911.48%-916.4pp | 651.17%-656.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $3,200 | $6,420-50.1% | $5,605-42.9% | $4,779-33.0% |
| Participant deferral / active EE | $11,667 | $7,641+52.7% | $6,927+68.4% | $5,609+108.0% |
| Admin fee / account holder | $4,803 | $13,328-64.0% | $10,705-55.1% | $10,828-55.6% |