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 | $389,046 | $183,627+111.9% | $155,602+150.0% | $145,978+166.5% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 17.11% | 61.32%-44.2pp | 64.81%-47.7pp | 550.52%-533.4pp |
| Employer contribution / active EE | $2,760 | $5,316-48.1% | $4,675-41.0% | $4,662-40.8% |
| Participant deferral / active EE | $6,100 | $6,466-5.7% | $5,629+8.4% | $6,690-8.8% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |