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 | $717,745 | $209,425+242.7% | $178,499+302.1% | $158,966+351.5% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 14.28% | 188.80%-174.5pp | 151.10%-136.8pp | 302.95%-288.7pp |
| Employer contribution / active EE | $2,618 | $5,707-54.1% | $5,011-47.8% | $4,762-45.0% |
| Participant deferral / active EE | $9,957 | $5,955+67.2% | $5,202+91.4% | $5,983+66.4% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |