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 | $554,393 | $102,595+440.4% | $94,057+489.4% | $154,746+258.3% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 21.81% | 583.42%-561.6pp | 480.62%-458.8pp | 172.34%-150.5pp |
| Employer contribution / active EE | $9,077 | $3,147+188.4% | $2,933+209.5% | $4,379+107.3% |
| Participant deferral / active EE | $14,266 | $5,118+178.7% | $4,709+202.9% | $6,730+112.0% |
| Admin fee / account holder | $13 | $7,736-99.8% | $7,244-99.8% | $14,365-99.9% |