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 | $256,352 | $158,852+61.4% | $121,220+111.5% | $135,380+89.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -0.05% | -0.64%+0.6pp | 16.94%-17.0pp | 519.81%-519.9pp |
| Employer contribution / active EE | $27,500 | $5,666+385.4% | $4,023+583.6% | $4,779+475.4% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,260 | $6,515-80.7% | $5,021-74.9% | $10,828-88.4% |