Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $348,076 | $176,077+97.7% | $159,455+118.3% | $167,518+107.8% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 22.48% | 331.83%-309.4pp | 263.63%-241.1pp | 478.71%-456.2pp |
| Employer contribution / active EE | $2,013 | $5,298-62.0% | $4,830-58.3% | $4,838-58.4% |
| Participant deferral / active EE | $6,877 | $7,751-11.3% | $7,353-6.5% | $6,342+8.4% |
| Admin fee / account holder | $1,780 | $12,556-85.8% | $10,800-83.5% | $12,312-85.5% |