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 | $319,065 | $133,981+138.1% | $112,249+184.2% | $134,532+137.2% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -13.48% | 47.16%-60.6pp | 27.48%-41.0pp | 418.27%-431.7pp |
| Employer contribution / active EE | $22,026 | $4,040+445.2% | $3,636+505.8% | $4,741+364.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $275,218 | $7,492+3573.6% | $6,412+4192.0% | $11,429+2308.2% |