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 | $490,560 | $97,020+405.6% | $83,327+488.7% | $135,380+262.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.98% | 12.31%-20.3pp | 10.64%-18.6pp | 519.81%-527.8pp |
| Employer contribution / active EE | $6,104 | $4,144+47.3% | $3,379+80.7% | $4,779+27.7% |
| Participant deferral / active EE | $24,500 | $5,964+310.8% | $5,565+340.2% | $5,609+336.8% |
| Admin fee / account holder | $5,778 | $8,426-31.4% | $7,540-23.4% | $10,828-46.6% |