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 | $340,439 | $82,674+311.8% | $125,381+171.5% | $68,486+397.1% |
| Participation rate | 98.0% | 75.1%+23.0pp | 82.4%+15.7pp | 67.9%+30.1pp |
| Annual return | -15.98% | -5.97%-10.0pp | 572.31%-588.3pp | -7.85%-8.1pp |
| Employer contribution / active EE | $15,266 | $3,382+351.4% | $4,815+217.0% | $2,597+487.9% |
| Participant deferral / active EE | $12,607 | $6,111+106.3% | $7,448+69.3% | $4,028+213.0% |
| Admin fee / account holder | $6,041 | $6,277-3.8% | $10,007-39.6% | $5,404+11.8% |