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 | $258,608 | $52,379+393.7% | $46,225+459.5% | $273,972-5.6% |
| Participation rate | 55.6% | 84.0%-28.4pp | 79.5%-23.9pp | 83.0%-27.5pp |
| Annual return | 9.07% | 7.23%+1.8pp | 7.57%+1.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $3,360 | $4,226-20.5% | $3,424-1.9% | $4,869-31.0% |
| Participant deferral / active EE | $8,870 | $4,660+90.4% | $3,776+134.9% | $5,287+67.8% |
| Admin fee / account holder | $0 | $4,652-100.0% | $3,519-100.0% | $10,133-100.0% |