Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,710,405 | $148,623+2396.5% | $135,974+2628.8% | $139,466+2560.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 302.53% | 79.30%+223.2pp | 68.30%+234.2pp | 373.66%-71.1pp |
| Employer contribution / active EE | $29,000 | $5,246+452.8% | $4,859+496.8% | $4,754+510.0% |
| Participant deferral / active EE | $20,000 | $8,103+146.8% | $7,760+157.7% | $6,712+198.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |