Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $287,092 | $76,519+275.2% | $56,025+412.4% | $145,897+96.8% |
| Participation rate | 15.4% | 63.2%-47.8pp | 52.5%-37.1pp | 80.3%-64.9pp |
| Annual return | 11.24% | 3017.03%-3005.8pp | 1712.69%-1701.4pp | 552.29%-541.0pp |
| Employer contribution / active EE | $458 | $1,383-66.9% | $1,042-56.0% | $4,663-90.2% |
| Participant deferral / active EE | $4,670 | $2,624+78.0% | $1,955+138.9% | $6,689-30.2% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |