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 | $3,300,769 | $115,796+2750.5% | $101,264+3159.6% | $158,950+1976.6% |
| Participation rate | 9.1% | 79.4%-70.3pp | 75.8%-66.7pp | 82.0%-72.9pp |
| Annual return | 119.97% | 56.15%+63.8pp | 46.48%+73.5pp | 302.91%-182.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5 | $7,247-99.9% | $5,947-99.9% | $11,248-100.0% |