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 | $1,375,000 | $90,397+1421.1% | $76,002+1709.2% | $145,959+842.0% |
| Participation rate | 5.0% | 74.5%-69.5pp | 69.1%-64.1pp | 80.3%-75.3pp |
| Annual return | 0.00% | 621.97%-622.0pp | 360.07%-360.1pp | 561.95%-561.9pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,163-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |