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 | $543,064 | $76,407+610.7% | $150,298+261.3% | $82,448+558.7% |
| Participation rate | 88.6% | 66.4%+22.2pp | 77.8%+10.8pp | 68.1%+20.5pp |
| Annual return | 16.78% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $14,261 | $2,614+445.5% | $4,154+243.3% | $2,551+459.0% |
| Participant deferral / active EE | $17,020 | $3,214+429.5% | $5,453+212.1% | $4,139+311.2% |
| Admin fee / account holder | $6,594 | $6,352+3.8% | $14,116-53.3% | $7,234-8.9% |