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 | $258,768 | $57,352+351.2% | $83,831+208.7% | $64,173+303.2% |
| Participation rate | 95.4% | 68.6%+26.8pp | 76.1%+19.2pp | 69.6%+25.8pp |
| Annual return | -4.65% | 11.38%-16.0pp | 850.99%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $9,647 | $2,546+279.0% | $3,631+165.7% | $2,381+305.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $31,983 | $4,046+690.4% | $5,479+483.8% | $4,887+554.4% |