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 | $260,907 | $176,105+48.2% | $159,474+63.6% | $167,536+55.7% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 11.65% | 331.91%-320.3pp | 263.68%-252.0pp | 478.82%-467.2pp |
| Employer contribution / active EE | $2,893 | $5,299-45.4% | $4,831-40.1% | $4,839-40.2% |
| Participant deferral / active EE | $6,411 | $7,751-17.3% | $7,353-12.8% | $6,342+1.1% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |