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 | $352,541 | $95,895+267.6% | $79,576+343.0% | $134,509+162.1% |
| Participation rate | 95.0% | 75.0%+20.0pp | 69.5%+25.5pp | 81.2%+13.8pp |
| Annual return | -18.21% | -2.72%-15.5pp | 0.15%-18.4pp | 418.13%-436.3pp |
| Employer contribution / active EE | $2,023 | $3,128-35.3% | $2,413-16.2% | $4,741-57.3% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,418 | $9,129-51.6% | $6,834-35.4% | $11,427-61.3% |