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 | $661,701 | $140,578+370.7% | $100,671+557.3% | $125,389+427.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -1.32% | 24.67%-26.0pp | 20.43%-21.8pp | 282.24%-283.6pp |
| Employer contribution / active EE | $5,417 | $5,965-9.2% | $4,012+35.0% | $4,866+11.3% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $10,259 | $6,716+52.8% | $4,850+111.5% | $9,541+7.5% |