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 | $300,726 | $106,524+182.3% | $152,301+97.5% | $87,485+243.7% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.4%+11.1pp | 68.9%+24.6pp |
| Annual return | 90.85% | 26.89%+64.0pp | 80.50%+10.4pp | 26.06%+64.8pp |
| Employer contribution / active EE | $10,014 | $3,371+197.0% | $4,624+116.6% | $2,596+285.7% |
| Participant deferral / active EE | $20,126 | $6,525+208.4% | $8,004+151.5% | $4,274+370.9% |
| Admin fee / account holder | $1,004 | $8,287-87.9% | $14,398-93.0% | $7,775-87.1% |