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 | $330,049 | $142,392+131.8% | $119,622+175.9% | $134,532+145.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.92% | -12.46%-3.5pp | -14.98%-0.9pp | 418.27%-434.2pp |
| Employer contribution / active EE | $10,488 | $5,224+100.8% | $4,232+147.8% | $4,741+121.2% |
| Participant deferral / active EE | $16,558 | $6,467+156.0% | $5,601+195.6% | $6,401+158.7% |
| Admin fee / account holder | $1,764 | $13,593-87.0% | $10,328-82.9% | $11,429-84.6% |