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 | $240,345 | $86,922+176.5% | $102,438+134.6% | $80,874+197.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.35% | 18.90%-2.6pp | 29.37%-13.0pp | 35.62%-19.3pp |
| Employer contribution / active EE | $40,675 | $2,369+1616.6% | $3,024+1245.2% | $2,756+1376.1% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $23,282 | $8,050+189.2% | $9,448+146.4% | $6,935+235.7% |