Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $295,497 | $172,111+71.7% | $150,298+96.6% | $137,256+115.3% |
| Participation rate | 21.4% | 81.7%-60.3pp | 77.8%-56.3pp | 80.0%-58.5pp |
| Annual return | 20.35% | 69.37%-49.0pp | 62.79%-42.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,597 | $4,636-65.6% | $4,154-61.6% | $4,156-61.6% |
| Participant deferral / active EE | $4,475 | $6,166-27.4% | $5,453-17.9% | $6,407-30.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |