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 | $265,483 | $111,535+138.0% | $105,223+152.3% | $137,256+93.4% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 80.0%-25.4pp |
| Annual return | 18.22% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,662 | $3,939-7.0% | $3,689-0.7% | $4,156-11.9% |
| Participant deferral / active EE | $8,362 | $5,500+52.0% | $5,072+64.9% | $6,407+30.5% |
| Admin fee / account holder | $66 | $9,721-99.3% | $8,859-99.3% | $12,270-99.5% |