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 | $255,331 | $88,702+187.9% | $81,780+212.2% | $145,978+74.9% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 14.22% | 1029.12%-1014.9pp | 776.27%-762.1pp | 550.52%-536.3pp |
| Employer contribution / active EE | $1,520 | $3,084-50.7% | $2,914-47.8% | $4,662-67.4% |
| Participant deferral / active EE | $7,021 | $4,645+51.1% | $4,321+62.5% | $6,690+5.0% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |