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 | $222,899 | $81,870+172.3% | $119,634+86.3% | $68,490+225.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 20.48% | -23.82%+44.3pp | -14.98%+35.5pp | -7.85%+28.3pp |
| Employer contribution / active EE | $15,160 | $2,692+463.2% | $4,232+258.2% | $2,597+483.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,366 | $6,583+57.5% | $10,329+0.4% | $5,403+91.9% |