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 | $439,915 | $138,114+218.5% | $125,391+250.8% | $134,545+227.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.27% | 750.88%-769.2pp | 572.41%-590.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $2,367 | $5,246-54.9% | $4,816-50.9% | $4,742-50.1% |
| Participant deferral / active EE | $12,972 | $7,801+66.3% | $7,448+74.2% | $6,401+102.6% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |