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 | $513,416 | $91,911+458.6% | $68,612+648.3% | $135,380+279.2% |
| Participation rate | 47.6% | 76.7%-29.1pp | 72.2%-24.6pp | 82.6%-35.0pp |
| Annual return | -6.40% | -8.22%+1.8pp | -4.63%-1.8pp | 519.81%-526.2pp |
| Employer contribution / active EE | $2,320 | $3,924-40.9% | $2,625-11.6% | $4,779-51.4% |
| Participant deferral / active EE | $4,581 | $4,315+6.2% | $3,311+38.4% | $5,609-18.3% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |