Sign up free to preview peer percentile detail
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 | $440,850 | $99,053+345.1% | $88,179+400.0% | $138,895+217.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 24.54% | 78.17%-53.6pp | 64.97%-40.4pp | 145.39%-120.9pp |
| Employer contribution / active EE | $15,250 | $2,882+429.1% | $2,549+498.2% | $4,194+263.6% |
| Participant deferral / active EE | $23,750 | $5,225+354.5% | $4,614+414.8% | $6,396+271.3% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |