Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $344,244 | $158,852+116.7% | $121,220+184.0% | $135,380+154.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -0.87% | -0.64%-0.2pp | 16.94%-17.8pp | 519.81%-520.7pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,159 | $4,006+78.7% | $3,345+114.0% | $5,609+27.6% |
| Admin fee / account holder | $39,699 | $6,515+509.4% | $5,021+690.7% | $10,828+266.6% |