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 | $274,238 | $105,856+159.1% | $90,161+204.2% | $147,586+85.8% |
| Participation rate | 37.5% | 79.7%-42.2pp | 76.9%-39.4pp | 82.8%-45.3pp |
| Annual return | 16.69% | 37.63%-20.9pp | 34.89%-18.2pp | 578.59%-561.9pp |
| Employer contribution / active EE | $1,081 | $4,126-73.8% | $3,318-67.4% | $4,876-77.8% |
| Participant deferral / active EE | $4,124 | $5,733-28.1% | $5,287-22.0% | $5,439-24.2% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |