Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $277,961 | $209,888+32.4% | $189,545+46.6% | $167,553+65.9% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 0.00% | 748.66%-748.7pp | 555.36%-555.4pp | 478.89%-478.9pp |
| Employer contribution / active EE | $9,005 | $6,915+30.2% | $6,162+46.1% | $4,840+86.1% |
| Participant deferral / active EE | $14,763 | $8,934+65.2% | $8,220+79.6% | $6,343+132.8% |
| Admin fee / account holder | $614 | $14,300-95.7% | $12,049-94.9% | $12,316-95.0% |