Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $498,497 | $142,392+250.1% | $119,622+316.7% | $134,532+270.5% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | 1.34% | -12.46%+13.8pp | -14.98%+16.3pp | 418.27%-416.9pp |
| Employer contribution / active EE | $7,917 | $5,224+51.6% | $4,232+87.1% | $4,741+67.0% |
| Participant deferral / active EE | $7,667 | $6,467+18.5% | $5,601+36.9% | $6,401+19.8% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |