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 | $251,967 | $78,694+220.2% | $67,652+272.4% | $125,389+100.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.38% | 9.46%-9.1pp | 6625.40%-6625.0pp | 282.24%-281.9pp |
| Employer contribution / active EE | $4,230 | $3,044+39.0% | $2,266+86.7% | $4,866-13.1% |
| Participant deferral / active EE | $5,698 | $4,292+32.8% | $3,560+60.1% | $5,352+6.5% |
| Admin fee / account holder | $16,973 | $7,403+129.3% | $4,821+252.1% | $9,541+77.9% |