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 | $129,699 | $157,829-17.8% | $136,867-5.2% | $198,609-34.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 5.32% | 51.25%-45.9pp | 42.97%-37.7pp | 202.70%-197.4pp |
| Employer contribution / active EE | $11,438 | $3,923+191.6% | $3,547+222.5% | $5,055+126.3% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $12,719 | $11,107+14.5% | $10,340+23.0% | $19,030-33.2% |