Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $2,473,926 | $167,415+1377.7% | $140,514+1660.6% | $198,609+1145.6% |
| Participation rate | 66.7% | 80.9%-14.2pp | 77.8%-11.1pp | 82.4%-15.7pp |
| Annual return | 18.24% | 13.85%+4.4pp | 14.36%+3.9pp | 202.70%-184.5pp |
| Employer contribution / active EE | $6,863 | $4,088+67.9% | $3,378+103.1% | $5,055+35.8% |
| Participant deferral / active EE | $7,667 | $5,579+37.4% | $4,919+55.9% | $6,977+9.9% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |