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 | $256,836 | $135,645+89.3% | $110,243+133.0% | $135,380+89.7% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -3.85% | 513.24%-517.1pp | 314.76%-318.6pp | 519.81%-523.7pp |
| Employer contribution / active EE | $1,035 | $4,907-78.9% | $3,827-72.9% | $4,779-78.3% |
| Participant deferral / active EE | $2,527 | $5,507-54.1% | $4,672-45.9% | $5,609-54.9% |
| Admin fee / account holder | $6 | $11,458-100.0% | $8,548-99.9% | $10,828-99.9% |