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 | $653,767 | $29,716+2100.1% | $56,077+1065.8% | $80,925+707.9% |
| Participation rate | 3.7% | 41.7%-38.0pp | 52.5%-48.8pp | 67.7%-64.0pp |
| Annual return | 76.62% | 35.30%+41.3pp | 1709.28%-1632.7pp | 35.65%+41.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |