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 | $944,380 | $107,809+776.0% | $97,032+873.3% | $155,188+508.5% |
| Participation rate | 11.1% | 75.5%-64.4pp | 71.6%-60.5pp | 80.8%-69.7pp |
| Annual return | 16.24% | 38.06%-21.8pp | 35.38%-19.1pp | 148.84%-132.6pp |
| Employer contribution / active EE | $1,035 | $2,911-64.5% | $2,629-60.6% | $4,248-75.6% |
| Participant deferral / active EE | $2,194 | $5,129-57.2% | $4,672-53.0% | $6,531-66.4% |
| Admin fee / account holder | $99 | $10,717-99.1% | $9,418-98.9% | $14,480-99.3% |