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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $882,987 | $99,875+784.1% | $146,866+501.2% | $86,983+915.1% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.5%+15.5pp | 69.5%+28.5pp |
| Annual return | 12.37% | 28.10%-15.7pp | 102.85%-90.5pp | 25.83%-13.5pp |
| Employer contribution / active EE | $5,730 | $3,224+77.7% | $4,425+29.5% | $2,584+121.7% |
| Participant deferral / active EE | $12,783 | $6,322+102.2% | $7,759+64.7% | $4,194+204.8% |
| Admin fee / account holder | $75,168 | $7,838+859.0% | $13,620+451.9% | $7,856+856.8% |