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 | $260,542 | $433,938-40.0% | $171,082+52.3% | - |
| Participation rate | 0.0% | 60.7%-60.7pp | 76.7%-76.7pp | - |
| Annual return | 18.69% | 6.86%+11.8pp | 32.56%-13.9pp | - |
| Employer contribution / active EE | $0 | $1,169-100.0% | $4,002-100.0% | - |
| Participant deferral / active EE | $0 | $2,929-100.0% | $4,797-100.0% | - |
| Admin fee / account holder | $8,713 | $26,981-67.7% | $8,520+2.3% | - |