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 | $275,633 | $171,492+60.7% | $150,734+82.9% | $198,609+38.8% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 18.96% | 804.70%-785.7pp | 600.81%-581.8pp | 202.70%-183.7pp |
| Employer contribution / active EE | $2,117 | $5,470-61.3% | $4,918-57.0% | $5,055-58.1% |
| Participant deferral / active EE | $3,535 | $6,259-43.5% | $5,610-37.0% | $6,977-49.3% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |