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 | $271,687 | $180,459+50.6% | $154,108+76.3% | $135,380+100.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -6.43% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $8,218 | $6,035+36.2% | $5,298+55.1% | $4,779+72.0% |
| Participant deferral / active EE | $4,743 | $5,806-18.3% | $5,081-6.6% | $5,609-15.4% |
| Admin fee / account holder | $87 | $16,145-99.5% | $13,411-99.4% | $10,828-99.2% |