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 | $455,659 | $95,915+375.1% | $79,580+472.6% | $134,532+238.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -3.45% | -2.71%-0.7pp | 0.15%-3.6pp | 418.27%-421.7pp |
| Employer contribution / active EE | $8,333 | $3,129+166.3% | $2,413+245.3% | $4,741+75.8% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $867 | $9,132-90.5% | $6,835-87.3% | $11,429-92.4% |