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 | $129,563 | $102,393+26.5% | $147,041-11.9% | $80,911+60.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.47% | 134.95%-120.5pp | 419.21%-404.7pp | 35.63%-21.2pp |
| Employer contribution / active EE | $2,789 | $3,715-24.9% | $4,935-43.5% | $2,756+1.2% |
| Participant deferral / active EE | $6,198 | $6,647-6.8% | $8,071-23.2% | $4,297+44.2% |
| Admin fee / account holder | $35,295 | $7,943+344.3% | $13,006+171.4% | $6,935+409.0% |