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 | $938,170 | $184,014+409.8% | $161,149+482.2% | $138,895+575.5% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.8%-38.8pp | 79.9%-39.9pp |
| Annual return | 12.62% | 21.52%-8.9pp | 21.16%-8.5pp | 145.39%-132.8pp |
| Employer contribution / active EE | $2,102 | $5,055-58.4% | $4,360-51.8% | $4,194-49.9% |
| Participant deferral / active EE | $11,228 | $6,909+62.5% | $6,153+82.5% | $6,396+75.5% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |