Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $327,742 | $215,169+52.3% | $105,754+209.9% | - |
| Participation rate | 0.0% | 66.0%-66.0pp | 78.9%-78.9pp | - |
| Annual return | 8.32% | 8.06%+0.3pp | 12.25%-3.9pp | - |
| Employer contribution / active EE | $0 | $1,713-100.0% | $4,079-100.0% | - |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,326-100.0% | - |
| Admin fee / account holder | $14,053 | $27,681-49.2% | $8,309+69.1% | - |