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 | $445,472 | $86,940+412.4% | $102,434+334.9% | $80,935+450.4% |
| Participation rate | 97.0% | 72.4%+24.6pp | 76.5%+20.5pp | 67.7%+29.3pp |
| Annual return | 12.87% | 18.89%-6.0pp | 29.46%-16.6pp | 35.66%-22.8pp |
| Employer contribution / active EE | $30,069 | $2,370+1168.9% | $3,023+894.6% | $2,757+990.8% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $23,084 | $8,047+186.9% | $9,462+144.0% | $6,924+233.4% |