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 | $446,196 | $227,989+95.7% | $115,038+287.9% | - |
| Participation rate | 0.0% | 70.4%-70.4pp | 81.4%-81.4pp | - |
| Annual return | -2.41% | -2.26%-0.1pp | 26.14%-28.5pp | - |
| Employer contribution / active EE | $0 | $2,554-100.0% | $4,608-100.0% | - |
| Participant deferral / active EE | $0 | $4,560-100.0% | $6,026-100.0% | - |
| Admin fee / account holder | $19,170 | $24,406-21.5% | $8,175+134.5% | - |