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 | $274,380 | $138,075+98.7% | $123,552+122.1% | $135,379+102.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.43% | 153.70%-154.1pp | 119.20%-119.6pp | 519.79%-520.2pp |
| Employer contribution / active EE | $6,535 | $5,152+26.8% | $4,628+41.2% | $4,779+36.7% |
| Participant deferral / active EE | $9,538 | $6,800+40.3% | $6,426+48.4% | $5,609+70.0% |
| Admin fee / account holder | $1,464 | $10,917-86.6% | $9,285-84.2% | $10,828-86.5% |