Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,942 | $167,353+54.1% | $143,797+79.4% | $134,545+91.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.37% | 0.48%-15.8pp | -0.04%-15.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $4,634 | $5,620-17.6% | $4,952-6.4% | $4,742-2.3% |
| Participant deferral / active EE | $6,638 | $6,447+3.0% | $5,638+17.7% | $6,401+3.7% |
| Admin fee / account holder | $1,789 | $18,096-90.1% | $14,679-87.8% | $11,431-84.3% |