Sign up free to preview peer percentile detail
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 | $3,000,000 | $29,319+10132.2% | $52,425+5622.5% | $82,448+3538.7% |
| Participation rate | 1.9% | 46.9%-44.9pp | 55.6%-53.7pp | 68.1%-66.1pp |
| Annual return | 50.00% | 535.20%-485.2pp | 302.12%-252.1pp | 41.64%+8.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |