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 | $506,535 | $95,188+432.1% | $76,518+562.0% | $135,380+274.2% |
| Participation rate | 88.9% | 74.4%+14.5pp | 68.0%+20.9pp | 82.6%+6.2pp |
| Annual return | -0.70% | 4.85%-5.5pp | -0.27%-0.4pp | 519.81%-520.5pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,237 | $4,640-30.2% | $3,836-15.6% | $5,609-42.3% |
| Admin fee / account holder | $15,483 | $6,249+147.8% | $4,849+219.3% | $10,828+43.0% |