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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $525,214 | $79,955+556.9% | $98,461+433.4% | $75,173+598.7% |
| Participation rate | 97.7% | 70.4%+27.4pp | 75.2%+22.6pp | 67.2%+30.5pp |
| Annual return | 46.44% | 19.75%+26.7pp | 21.17%+25.3pp | 160.72%-114.3pp |
| Employer contribution / active EE | $7,646 | $2,264+237.7% | $3,049+150.8% | $2,671+186.3% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $15,236 | $6,841+122.7% | $8,961+70.0% | $5,651+169.6% |