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 | $285,331 | $88,203+223.5% | $165,100+72.8% | $74,478+283.1% |
| Participation rate | 99.1% | 73.1%+26.0pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 19.37% | 17.13%+2.2pp | 70.21%-50.8pp | 1370.56%-1351.2pp |
| Employer contribution / active EE | $7,552 | $2,601+190.4% | $4,348+73.7% | $2,626+187.6% |
| Participant deferral / active EE | $6,568 | $4,505+45.8% | $6,035+8.8% | $4,350+51.0% |
| Admin fee / account holder | $2,640 | $2,235+18.1% | $12,696-79.2% | $1,946+35.7% |