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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $520,464 | $97,732+432.5% | $83,831+520.8% | $135,380+284.4% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -3.98% | 1287.56%-1291.5pp | 850.99%-855.0pp | 519.81%-523.8pp |
| Employer contribution / active EE | $1,347 | $4,222-68.1% | $3,631-62.9% | $4,779-71.8% |
| Participant deferral / active EE | $2,695 | $4,683-42.4% | $4,082-34.0% | $5,609-51.9% |
| Admin fee / account holder | $1,371 | $6,675-79.5% | $5,479-75.0% | $10,828-87.3% |