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 | $587,972 | $138,114+325.7% | $125,391+368.9% | $134,545+337.0% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -17.88% | 750.88%-768.8pp | 572.41%-590.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $21,570 | $7,801+176.5% | $7,448+189.6% | $6,401+237.0% |
| Admin fee / account holder | $902 | $11,570-92.2% | $10,009-91.0% | $11,431-92.1% |