Sign up free to preview peer percentile detail
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 | $490,479 | $159,978+206.6% | $147,041+233.6% | $145,978+236.0% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 12.60% | 98.36%-85.8pp | 419.21%-406.6pp | 550.52%-537.9pp |
| Employer contribution / active EE | $6,000 | $5,288+13.5% | $4,935+21.6% | $4,662+28.7% |
| Participant deferral / active EE | $9,200 | $8,429+9.2% | $8,071+14.0% | $6,690+37.5% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |