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 | $110,809 | $135,956-18.5% | $123,894-10.6% | $273,972-59.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 9.80% | 56.63%-46.8pp | 47.52%-37.7pp | 41.46%-31.7pp |
| Employer contribution / active EE | $2,366 | $5,170-54.2% | $4,617-48.8% | $4,869-51.4% |
| Participant deferral / active EE | $13,414 | $6,343+111.5% | $5,984+124.1% | $5,287+153.7% |
| Admin fee / account holder | $1,310 | $9,817-86.7% | $8,357-84.3% | $10,133-87.1% |