Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $279,194 | $76,634+264.3% | $56,054+398.1% | $145,978+91.3% |
| Participation rate | 14.3% | 63.2%-48.9pp | 52.5%-38.2pp | 80.3%-66.0pp |
| Annual return | 12.70% | 3004.33%-2991.6pp | 1705.95%-1693.2pp | 550.52%-537.8pp |
| Employer contribution / active EE | $1,191 | $1,380-13.7% | $1,039+14.6% | $4,662-74.5% |
| Participant deferral / active EE | $3,221 | $2,622+22.8% | $1,952+65.0% | $6,690-51.8% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |