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 | $355,845 | $73,019+387.3% | $90,766+292.0% | $68,490+419.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 0.21% | -13.81%+14.0pp | -12.16%+12.4pp | -7.85%+8.1pp |
| Employer contribution / active EE | $7,049 | $2,193+221.5% | $2,922+141.3% | $2,597+171.5% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,756 | $5,897-53.3% | $8,446-67.4% | $5,403-49.0% |