Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $582,346 | $96,388+504.2% | $80,627+622.3% | $139,466+317.6% |
| Participation rate | 14.3% | 73.6%-59.4pp | 67.0%-52.7pp | 80.3%-66.0pp |
| Annual return | 13.06% | 1352.08%-1339.0pp | 936.76%-923.7pp | 373.66%-360.6pp |
| Employer contribution / active EE | $896 | $3,260-72.5% | $2,723-67.1% | $4,754-81.2% |
| Participant deferral / active EE | $4,286 | $5,224-18.0% | $4,443-3.5% | $6,712-36.1% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |