Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $452,736 | $100,125+352.2% | $81,482+455.6% | $145,978+210.1% |
| Participation rate | 14.3% | 74.2%-59.9pp | 69.5%-55.2pp | 80.3%-66.0pp |
| Annual return | 13.75% | 34.44%-20.7pp | 24.79%-11.0pp | 550.52%-536.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,609-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,198-100.0% | $5,761-100.0% | $13,400-100.0% |