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 | $410,781 | $70,366+483.8% | $66,674+516.1% | $138,895+195.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 19.81% | 386.41%-366.6pp | 321.24%-301.4pp | 145.39%-125.6pp |
| Employer contribution / active EE | $2,595 | $2,765-6.1% | $2,620-0.9% | $4,194-38.1% |
| Participant deferral / active EE | $8,663 | $4,374+98.0% | $4,084+112.1% | $6,396+35.4% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |