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 | $356,642 | $174,379+104.5% | $152,093+134.5% | $138,895+156.8% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 18.08% | 74.86%-56.8pp | 66.36%-48.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $980 | $4,652-78.9% | $4,175-76.5% | $4,194-76.6% |
| Participant deferral / active EE | $13,625 | $6,159+121.2% | $5,451+149.9% | $6,396+113.0% |
| Admin fee / account holder | $217 | $16,880-98.7% | $14,497-98.5% | $12,562-98.3% |