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 | $1,045,166 | $212,386+392.1% | $199,883+422.9% | $138,895+652.5% |
| Participation rate | 26.7% | 87.4%-60.7pp | 86.8%-60.1pp | 79.9%-53.3pp |
| Annual return | 20.89% | 47.75%-26.9pp | 43.81%-22.9pp | 145.39%-124.5pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $50 | $18,233-99.7% | $17,268-99.7% | $12,562-99.6% |