Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $478,617 | $81,763+485.4% | $58,561+717.3% | $139,466+243.2% |
| Participation rate | 21.1% | 61.3%-40.3pp | 50.9%-29.8pp | 80.3%-59.3pp |
| Annual return | 45.88% | 7427.77%-7381.9pp | 4251.33%-4205.4pp | 373.66%-327.8pp |
| Employer contribution / active EE | $363 | $1,398-74.0% | $1,053-65.5% | $4,754-92.4% |
| Participant deferral / active EE | $600 | $2,555-76.5% | $1,923-68.8% | $6,712-91.1% |
| Admin fee / account holder | $164 | $3,273-95.0% | $2,520-93.5% | $11,409-98.6% |