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 | $263,981 | $110,410+139.1% | $102,437+157.7% | $145,897+80.9% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 29.14% | 24.85%+4.3pp | 24.95%+4.2pp | 552.29%-523.2pp |
| Employer contribution / active EE | $3,220 | $4,217-23.7% | $3,871-16.8% | $4,663-30.9% |
| Participant deferral / active EE | $5,750 | $5,622+2.3% | $5,060+13.6% | $6,689-14.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |