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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $885,973 | $232,540+281.0% | $185,117+378.6% | $147,586+500.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 4.49% | 43.03%-38.5pp | 40.50%-36.0pp | 578.59%-574.1pp |
| Employer contribution / active EE | $20,750 | $5,195+299.4% | $4,182+396.2% | $4,876+325.5% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $55,843 | $10,275+443.5% | $8,159+584.4% | $10,886+413.0% |