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 | $438,440 | $160,933+172.4% | $152,301+187.9% | - |
| Participation rate | 0.0% | 72.3%-72.3pp | 82.4%-82.4pp | - |
| Annual return | 4.31% | 10.80%-6.5pp | 80.50%-76.2pp | - |
| Employer contribution / active EE | $0 | $3,533-100.0% | $4,624-100.0% | - |
| Participant deferral / active EE | $0 | $6,117-100.0% | $8,004-100.0% | - |
| Admin fee / account holder | $67,946 | $9,732+598.2% | $14,398+371.9% | - |