Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,369,476 | $91,559+1395.7% | $133,978+922.2% | $79,856+1614.9% |
| Participation rate | 3.8% | 73.3%-69.5pp | 79.8%-76.0pp | 69.6%-65.8pp |
| Annual return | 118.31% | 61.85%+56.5pp | 45.10%+73.2pp | 31.71%+86.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,930-100.0% | $5,306-100.0% |