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 | $1,106,913 | $180,462+513.4% | $154,111+618.3% | $135,379+717.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.16% | 888.17%-895.3pp | 735.18%-742.3pp | 519.79%-526.9pp |
| Employer contribution / active EE | $55,000 | $6,036+811.3% | $5,298+938.2% | $4,779+1050.9% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,281 | $16,145-11.5% | $13,411+6.5% | $10,828+31.9% |