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 | $580,313 | $217,432+166.9% | $185,849+212.2% | $167,536+246.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.37% | 148.42%-136.0pp | 122.10%-109.7pp | 478.82%-466.4pp |
| Employer contribution / active EE | $14,061 | $5,875+139.4% | $5,169+172.0% | $4,839+190.6% |
| Participant deferral / active EE | $8,732 | $6,357+37.3% | $5,569+56.8% | $6,342+37.7% |
| Admin fee / account holder | $10,148 | $19,818-48.8% | $16,244-37.5% | $12,315-17.6% |