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 | $660,945 | $167,323+295.0% | $143,770+359.7% | $134,493+391.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.83% | 0.47%-14.3pp | -0.04%-13.8pp | 418.01%-431.8pp |
| Employer contribution / active EE | $30,750 | $5,619+447.2% | $4,951+521.1% | $4,740+548.7% |
| Participant deferral / active EE | $27,000 | $6,446+318.8% | $5,638+378.9% | $6,400+321.9% |
| Admin fee / account holder | $43,857 | $18,088+142.5% | $14,673+198.9% | $11,425+283.9% |