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 | $162,628 | $106,280+53.0% | $96,538+68.5% | $139,487+16.6% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 119.85% | 38.48%+81.4pp | 35.74%+84.1pp | 373.84%-254.0pp |
| Employer contribution / active EE | $16,331 | $4,107+297.6% | $3,740+336.6% | $4,755+243.5% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $9,512 | $7,888+20.6% | $6,737+41.2% | $11,407-16.6% |