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 | $634,064 | $73,009+768.5% | $90,760+598.6% | $68,486+825.8% |
| Participation rate | 96.7% | 70.8%+25.8pp | 75.7%+21.0pp | 67.9%+28.8pp |
| Annual return | -1.46% | -13.81%+12.3pp | -12.16%+10.7pp | -7.85%+6.4pp |
| Employer contribution / active EE | $22,144 | $2,193+910.0% | $2,922+657.9% | $2,597+752.8% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,976 | $5,896+35.3% | $8,444-5.6% | $5,404+47.6% |