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 | $372,745 | $138,114+169.9% | $125,391+197.3% | $134,545+177.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -15.80% | 750.88%-766.7pp | 572.41%-588.2pp | 418.37%-434.2pp |
| Employer contribution / active EE | $1,415 | $5,246-73.0% | $4,816-70.6% | $4,742-70.2% |
| Participant deferral / active EE | $4,333 | $7,801-44.5% | $7,448-41.8% | $6,401-32.3% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |