Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $409,724 | $92,743+341.8% | $82,744+395.2% | $134,532+204.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -3.98% | 946.63%-950.6pp | 702.22%-706.2pp | 418.27%-422.2pp |
| Employer contribution / active EE | $6,250 | $3,273+91.0% | $3,008+107.8% | $4,741+31.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,601 | $5,977-6.3% | $5,325+5.2% | $11,429-51.0% |