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 | $264,091 | $167,362+57.8% | $143,799+83.7% | $134,532+96.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.71% | 0.47%-16.2pp | -0.04%-15.7pp | 418.27%-434.0pp |
| Employer contribution / active EE | $8,656 | $5,620+54.0% | $4,952+74.8% | $4,741+82.6% |
| Participant deferral / active EE | $7,325 | $6,447+13.6% | $5,638+29.9% | $6,401+14.4% |
| Admin fee / account holder | $2,165 | $18,094-88.0% | $14,677-85.2% | $11,429-81.1% |