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 | $401,799 | $29,319+1270.4% | $52,425+666.4% | $82,448+387.3% |
| Participation rate | 9.8% | 46.9%-37.1pp | 55.6%-45.8pp | 68.1%-58.3pp |
| Annual return | 16.89% | 535.20%-518.3pp | 302.12%-285.2pp | 41.64%-24.7pp |
| Employer contribution / active EE | $223 | $586-62.0% | $914-75.6% | $2,551-91.3% |
| Participant deferral / active EE | $1,411 | $1,171+20.4% | $1,790-21.2% | $4,139-65.9% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |