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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $536,673 | $212,777+152.2% | $173,703+209.0% | $198,609+170.2% |
| Participation rate | 33.3% | 81.1%-47.7pp | 75.9%-42.6pp | 82.4%-49.0pp |
| Annual return | 11.29% | 18.82%-7.5pp | 17.46%-6.2pp | 202.70%-191.4pp |
| Employer contribution / active EE | $0 | $5,214-100.0% | $4,288-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $248 | $19,536-98.7% | $15,562-98.4% | $19,030-98.7% |