Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $408,215 | $217,432+87.7% | $185,851+119.6% | $167,553+143.6% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 21.16% | 148.43%-127.3pp | 122.11%-100.9pp | 478.89%-457.7pp |
| Employer contribution / active EE | $2,877 | $5,874-51.0% | $5,168-44.3% | $4,840-40.6% |
| Participant deferral / active EE | $5,067 | $6,357-20.3% | $5,569-9.0% | $6,343-20.1% |
| Admin fee / account holder | $59 | $19,820-99.7% | $16,245-99.6% | $12,316-99.5% |