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 | $368,037 | $54,370+576.9% | $82,763+344.7% | $68,490+437.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -1.92% | -13.67%+11.8pp | 702.45%-704.4pp | -7.85%+5.9pp |
| Employer contribution / active EE | $22,567 | $2,219+916.9% | $3,008+650.2% | $2,597+769.1% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $99,825 | $4,398+2169.7% | $5,325+1774.6% | $5,403+1747.6% |