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 | $571,157 | $306,927+86.1% | $156,551+264.8% | - |
| Participation rate | 0.0% | 59.9%-59.9pp | 84.0%-84.0pp | - |
| Annual return | 5.42% | 1.08%+4.3pp | 32.23%-26.8pp | - |
| Employer contribution / active EE | $0 | $1,481-100.0% | $5,501-100.0% | - |
| Participant deferral / active EE | $0 | $1,779-100.0% | $4,871-100.0% | - |
| Admin fee / account holder | $84,030 | $73,834+13.8% | $13,028+545.0% | - |