Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $611,862 | $160,070+282.2% | $147,117+315.9% | $145,897+319.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,621 | $5,285-69.3% | $4,932-67.1% | $4,663-65.2% |
| Participant deferral / active EE | $3,242 | $8,419-61.5% | $8,065-59.8% | $6,689-51.5% |
| Admin fee / account holder | $900 | $15,035-94.0% | $12,993-93.1% | $13,390-93.3% |