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 | $1,387,134 | $167,362+728.8% | $143,799+864.6% | $134,532+931.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.79% | 0.47%-17.3pp | -0.04%-16.7pp | 418.27%-435.1pp |
| Employer contribution / active EE | $4,237 | $5,620-24.6% | $4,952-14.4% | $4,741-10.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $536,172 | $18,094+2863.3% | $14,677+3553.1% | $11,429+4591.5% |