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 | $548,276 | $131,835+315.9% | $108,582+404.9% | $273,972+100.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.84% | -91.57%+98.4pp | -51.70%+58.5pp | 41.46%-34.6pp |
| Employer contribution / active EE | $12,635 | $4,913+157.2% | $3,758+236.2% | $4,869+159.5% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,143 | $10,253-40.1% | $7,645-19.6% | $10,133-39.4% |