Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $816,115 | $159,934+410.3% | $147,005+455.2% | $145,959+459.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.20% | 98.24%-84.0pp | 418.76%-404.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $7,000 | $5,287+32.4% | $4,934+41.9% | $4,661+50.2% |
| Participant deferral / active EE | $20,000 | $8,427+137.3% | $8,070+147.8% | $6,689+199.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |