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 | $302,155 | $156,398+93.2% | $147,318+105.1% | $138,895+117.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.18% | 78.75%-62.6pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $5,114 | $4,853+5.4% | $4,593+11.3% | $4,194+21.9% |
| Participant deferral / active EE | $9,196 | $8,237+11.6% | $7,906+16.3% | $6,396+43.8% |
| Admin fee / account holder | $3,790 | $14,976-74.7% | $13,708-72.4% | $12,562-69.8% |