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 | $63,669 | $138,078-53.9% | $125,363-49.2% | $134,509-52.7% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | 12.38% | 750.49%-738.1pp | 572.15%-559.8pp | 418.13%-405.8pp |
| Employer contribution / active EE | $15,920 | $5,245+203.5% | $4,815+230.7% | $4,741+235.8% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,414 | $11,566-87.8% | $10,005-85.9% | $11,427-87.6% |