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 | $277,361 | $106,247+161.1% | $96,515+187.4% | $139,466+98.9% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 19.69% | 38.47%-18.8pp | 35.73%-16.0pp | 373.66%-354.0pp |
| Employer contribution / active EE | $1,387 | $4,106-66.2% | $3,740-62.9% | $4,754-70.8% |
| Participant deferral / active EE | $5,200 | $5,456-4.7% | $4,880+6.6% | $6,712-22.5% |
| Admin fee / account holder | $120 | $7,885-98.5% | $6,735-98.2% | $11,409-98.9% |