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 | $290,060 | $564,480-48.6% | $103,982+179.0% | $564,480-48.6% |
| Participation rate | 100.0% | 89.1%+10.9pp | 73.2%+26.8pp | 89.1%+10.9pp |
| Annual return | -7.85% | -14.07%+6.2pp | -12.88%+5.0pp | -14.07%+6.2pp |
| Employer contribution / active EE | $0 | $29,221-100.0% | $11,125-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $0 | $5,729-100.0% | $10,413-100.0% | $5,729-100.0% |
| Admin fee / account holder | $31,138 | $27,140+14.7% | $5,542+461.9% | $27,140+14.7% |