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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $582,168 | $81,276+616.3% | $155,574+274.2% | $80,925+619.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.90% | 33.36%-18.5pp | 64.87%-50.0pp | 35.65%-20.7pp |
| Employer contribution / active EE | $40,644 | $3,103+1209.8% | $4,676+769.3% | $2,756+1374.6% |
| Participant deferral / active EE | $22,240 | $3,453+544.1% | $5,629+295.1% | $4,299+417.4% |
| Admin fee / account holder | $38,685 | $7,993+384.0% | $15,914+143.1% | $6,940+457.4% |