Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $332,543 | $112,121+196.6% | $95,960+246.5% | $158,966+109.2% |
| Participation rate | 55.6% | 79.0%-23.4pp | 77.1%-21.5pp | 82.0%-26.4pp |
| Annual return | 18.25% | 171.16%-152.9pp | 91.63%-73.4pp | 302.95%-284.7pp |
| Employer contribution / active EE | $1,174 | $3,199-63.3% | $2,541-53.8% | $4,762-75.3% |
| Participant deferral / active EE | $6,694 | $4,784+39.9% | $4,167+60.7% | $5,983+11.9% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |