Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $695,328 | $87,059+698.7% | $105,608+558.4% | $80,925+759.2% |
| Participation rate | 3.7% | 70.4%-66.8pp | 75.3%-71.6pp | 67.7%-64.0pp |
| Annual return | 22.40% | 17.05%+5.4pp | 116.50%-94.1pp | 35.65%-13.2pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,443-100.0% | $11,028-100.0% | $6,940-100.0% |