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 | $390,182 | $77,817+401.4% | $123,553+215.8% | $64,173+508.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.95% | 12.49%-15.4pp | 119.21%-122.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $10,418 | $3,014+245.6% | $4,628+125.1% | $2,381+337.6% |
| Participant deferral / active EE | $9,738 | $5,240+85.8% | $6,426+51.5% | $3,470+180.7% |
| Admin fee / account holder | $47,238 | $5,519+755.9% | $9,284+408.8% | $4,887+866.5% |