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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,817 | $150,447+86.7% | $136,298+106.0% | $147,586+90.3% |
| Participation rate | 28.6% | 84.4%-55.9pp | 81.9%-53.3pp | 82.8%-54.3pp |
| Annual return | 22.16% | 1049.15%-1027.0pp | 5156.27%-5134.1pp | 578.59%-556.4pp |
| Employer contribution / active EE | $3,081 | $5,256-41.4% | $4,696-34.4% | $4,876-36.8% |
| Participant deferral / active EE | $13,300 | $6,631+100.6% | $6,247+112.9% | $5,439+144.5% |
| Admin fee / account holder | -$24 | $10,906-100.2% | $9,244-100.3% | $10,886-100.2% |