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 | $246,469 | $100,060+146.3% | $149,721+64.6% | $70,126+251.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 83.33% | 27.46%+55.9pp | 1501.67%-1418.3pp | 73.15%+10.2pp |
| Employer contribution / active EE | $20,572 | $3,661+461.9% | $5,444+277.9% | $2,343+778.2% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $19,399 | $8,285+134.1% | $11,282+71.9% | $4,645+317.6% |