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 | $285,762 | $130,294+119.3% | $170,043+68.1% | $71,511+299.6% |
| Participation rate | 99.0% | 86.2%+12.8pp | 87.0%+12.0pp | 67.9%+31.1pp |
| Annual return | 19.73% | 20.36%-0.6pp | 53.40%-33.7pp | 28.86%-9.1pp |
| Employer contribution / active EE | $10,506 | $4,385+139.6% | $6,790+54.7% | $2,589+305.8% |
| Participant deferral / active EE | $16,202 | $6,928+133.9% | $10,410+55.6% | $4,291+277.6% |
| Admin fee / account holder | $59,808 | $966+6089.3% | $12,824+366.4% | $1,588+3665.1% |