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 | $79,325 | $93,598-15.2% | $135,974-41.7% | $75,173+5.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 43.87% | 30.89%+13.0pp | 68.30%-24.4pp | 160.72%-116.8pp |
| Employer contribution / active EE | $37,827 | $3,538+969.2% | $4,859+678.5% | $2,671+1316.2% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,060 | $6,978+44.2% | $10,767-6.6% | $5,651+78.0% |