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 | $441,728 | $157,304+180.8% | $141,197+212.8% | $152,909+188.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.27% | 64.34%-45.1pp | 71.41%-52.1pp | 345.46%-326.2pp |
| Employer contribution / active EE | $21,086 | $5,263+300.7% | $4,736+345.2% | $4,764+342.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,015 | $12,126-75.1% | $10,265-70.6% | $11,601-74.0% |