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 | $303,929 | $284,329+6.9% | $147,617+105.9% | - |
| Participation rate | 0.0% | 62.7%-62.7pp | 84.6%-84.6pp | - |
| Annual return | 0.95% | 0.73%+0.2pp | 61.98%-61.0pp | - |
| Employer contribution / active EE | $0 | $2,124-100.0% | $5,564-100.0% | - |
| Participant deferral / active EE | $0 | $1,895-100.0% | $4,895-100.0% | - |
| Admin fee / account holder | $385 | $35,034-98.9% | $11,612-96.7% | - |