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 | $99,729 | $99,345+0.4% | $84,753+17.7% | $273,972-63.6% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 6.69% | 22.93%-16.2pp | 22.78%-16.1pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,889 | $4,214-31.4% | $3,574-19.2% | $4,869-40.7% |
| Participant deferral / active EE | $6,341 | $4,270+48.5% | $3,712+70.8% | $5,287+19.9% |
| Admin fee / account holder | $15,284 | $6,645+130.0% | $5,333+186.6% | $10,133+50.8% |