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 | $883,522 | $97,732+804.0% | $83,831+953.9% | $135,380+552.6% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -7.14% | 1287.56%-1294.7pp | 850.99%-858.1pp | 519.81%-526.9pp |
| Employer contribution / active EE | $1,600 | $4,222-62.1% | $3,631-55.9% | $4,779-66.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $155,737 | $6,675+2233.3% | $5,479+2742.6% | $10,828+1338.3% |