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 | $1,350,624 | $107,809+1152.8% | $90,657+1389.8% | $135,380+897.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -3.43% | -0.90%-2.5pp | 1.89%-5.3pp | 519.81%-523.2pp |
| Employer contribution / active EE | $23,016 | $3,018+662.6% | $2,532+809.1% | $4,779+381.6% |
| Participant deferral / active EE | $22,100 | $3,872+470.8% | $3,424+545.4% | $5,609+294.0% |
| Admin fee / account holder | $57,489 | $5,931+869.3% | $4,994+1051.1% | $10,828+430.9% |