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 | $484,011 | $111,814+332.9% | $103,374+368.2% | $145,959+231.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 29.44% | 24.77%+4.7pp | 24.89%+4.6pp | 561.95%-532.5pp |
| Employer contribution / active EE | $2,158 | $4,214-48.8% | $3,869-44.2% | $4,661-53.7% |
| Participant deferral / active EE | $9,000 | $5,618+60.2% | $5,058+77.9% | $6,689+34.6% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |