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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $812,358 | $227,633+256.9% | $189,597+328.5% | $167,553+384.8% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.4%+14.4pp | 82.1%+10.7pp |
| Annual return | 10.84% | 78.45%-67.6pp | 64.20%-53.4pp | 478.89%-468.1pp |
| Employer contribution / active EE | $12,205 | $5,317+129.5% | $4,412+176.6% | $4,840+152.2% |
| Participant deferral / active EE | $357 | $7,003-94.9% | $6,174-94.2% | $6,343-94.4% |
| Admin fee / account holder | $9,521 | $11,879-19.9% | $9,807-2.9% | $12,316-22.7% |