Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $459,470 | $108,942+321.8% | $100,415+357.6% | $145,897+214.9% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 12.37% | 58.27%-45.9pp | 49.47%-37.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,000 | $4,422-77.4% | $3,943-74.6% | $4,663-78.6% |
| Participant deferral / active EE | $11,500 | $8,461+35.9% | $8,091+42.1% | $6,689+71.9% |
| Admin fee / account holder | $60 | $9,702-99.4% | $7,906-99.2% | $13,390-99.6% |