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 | $483,184 | $183,516+163.3% | $155,534+210.7% | $145,884+231.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.80% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $31,412 | $5,315+491.0% | $4,675+571.9% | $4,662+573.7% |
| Participant deferral / active EE | $16,449 | $6,467+154.4% | $5,630+192.1% | $6,690+145.9% |
| Admin fee / account holder | $162,868 | $19,293+744.2% | $15,900+924.3% | $13,392+1116.2% |