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 | $215,270 | $110,278+95.2% | $95,740+124.8% | $139,466+54.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.64% | 27.19%-10.6pp | 28.41%-11.8pp | 373.66%-357.0pp |
| Employer contribution / active EE | $2,034 | $3,260-37.6% | $2,836-28.3% | $4,754-57.2% |
| Participant deferral / active EE | $2,034 | $4,674-56.5% | $4,244-52.1% | $6,712-69.7% |
| Admin fee / account holder | $129,520 | $6,613+1858.5% | $5,676+2181.7% | $11,409+1035.3% |