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 | $330,962 | $76,407+333.2% | $150,298+120.2% | $82,448+301.4% |
| Participation rate | 96.2% | 66.4%+29.8pp | 77.8%+18.5pp | 68.1%+28.2pp |
| Annual return | 20.18% | 39.99%-19.8pp | 62.79%-42.6pp | 41.64%-21.5pp |
| Employer contribution / active EE | $7,842 | $2,614+200.0% | $4,154+88.8% | $2,551+207.4% |
| Participant deferral / active EE | $7,641 | $3,214+137.7% | $5,453+40.1% | $4,139+84.6% |
| Admin fee / account holder | $20,600 | $6,352+224.3% | $14,116+45.9% | $7,234+184.8% |