Sign up free to preview peer percentile detail
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 | $678,793 | $210,698+222.2% | $178,014+281.3% | $145,959+365.1% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 15.71% | 386.27%-370.6pp | 294.80%-279.1pp | 561.95%-546.2pp |
| Employer contribution / active EE | $10,000 | $4,567+119.0% | $3,950+153.2% | $4,661+114.6% |
| Participant deferral / active EE | $10,167 | $6,958+46.1% | $6,276+62.0% | $6,689+52.0% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |