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 | $86,940+176.4% | $102,434+134.6% | $80,935+197.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 16.35% | 18.89%-2.5pp | 29.46%-13.1pp | 35.66%-19.3pp |
| Employer contribution / active EE | $40,675 | $2,370+1616.5% | $3,023+1245.4% | $2,757+1375.5% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $23,282 | $8,047+189.3% | $9,462+146.1% | $6,924+236.2% |