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 | $2,795,266 | $227,291+1129.8% | $214,702+1201.9% | $155,188+1701.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 18.63% | 60.08%-41.4pp | 54.55%-35.9pp | 148.84%-130.2pp |
| Employer contribution / active EE | $16,881 | $6,772+149.3% | $6,461+161.3% | $4,248+297.4% |
| Participant deferral / active EE | $13,116 | $9,582+36.9% | $9,147+43.4% | $6,531+100.8% |
| Admin fee / account holder | $29 | $20,413-99.9% | $19,830-99.9% | $14,480-99.8% |