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 | $357,872 | $73,863+384.5% | $143,797+148.9% | $68,490+422.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.71% | 0.91%-15.6pp | -0.04%-14.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $21,691 | $3,185+581.1% | $4,952+338.0% | $2,597+735.3% |
| Participant deferral / active EE | $15,136 | $3,385+347.2% | $5,638+168.4% | $4,028+275.8% |
| Admin fee / account holder | $1,704 | $5,756-70.4% | $14,679-88.4% | $5,403-68.5% |