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 | $287,353 | $180,459+59.2% | $154,108+86.5% | $135,380+112.3% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -4.08% | 888.21%-892.3pp | 735.21%-739.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $2,462 | $6,035-59.2% | $5,298-53.5% | $4,779-48.5% |
| Participant deferral / active EE | $5,513 | $5,806-5.0% | $5,081+8.5% | $5,609-1.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |