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 | $323,908 | $82,674+291.8% | $125,381+158.3% | $68,486+373.0% |
| Participation rate | 71.0% | 75.1%-4.1pp | 82.4%-11.4pp | 67.9%+3.1pp |
| Annual return | -13.01% | -5.97%-7.0pp | 572.31%-585.3pp | -7.85%-5.2pp |
| Employer contribution / active EE | $2,655 | $3,382-21.5% | $4,815-44.9% | $2,597+2.3% |
| Participant deferral / active EE | $4,713 | $6,111-22.9% | $7,448-36.7% | $4,028+17.0% |
| Admin fee / account holder | $16,297 | $6,277+159.6% | $10,007+62.9% | $5,404+201.6% |