Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,138,854 | $88,815+3434.2% | $81,882+3733.4% | $145,897+2051.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 12.27% | 1033.75%-1021.5pp | 779.47%-767.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $48,239 | $3,086+1463.0% | $2,916+1554.3% | $4,663+934.6% |
| Participant deferral / active EE | $15,250 | $4,647+228.1% | $4,323+252.8% | $6,689+128.0% |
| Admin fee / account holder | $50 | $8,434-99.4% | $7,360-99.3% | $13,390-99.6% |