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 | $27,088 | $54,541-50.3% | $78,778-65.6% | $70,126-61.4% |
| Participation rate | 98.3% | 60.8%+37.5pp | 69.2%+29.1pp | 69.5%+28.7pp |
| Annual return | 41.58% | 21.07%+20.5pp | 35.62%+6.0pp | 73.15%-31.6pp |
| Employer contribution / active EE | $1,778 | $1,089+63.3% | $1,986-10.5% | $2,343-24.1% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $463 | $3,709-87.5% | $5,134-91.0% | $4,645-90.0% |