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 | $4,418,248 | $64,729+6725.8% | $112,263+3835.6% | $68,490+6350.9% |
| Participation rate | 2.3% | 67.2%-64.9pp | 75.1%-72.8pp | 67.9%-65.6pp |
| Annual return | 1062.69% | -11.40%+1074.1pp | 27.49%+1035.2pp | -7.85%+1070.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,222-100.0% | $6,410-100.0% | $5,403-100.0% |