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 | $275,592 | $82,674+233.3% | $125,363+119.8% | $68,495+302.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.51% | -5.97%-8.5pp | 572.15%-586.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $13,090 | $3,382+287.1% | $4,815+171.9% | $2,596+404.1% |
| Participant deferral / active EE | $9,339 | $6,111+52.8% | $7,447+25.4% | $4,028+131.9% |
| Admin fee / account holder | $25,839 | $6,276+311.7% | $10,005+158.3% | $5,403+378.2% |