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 | $732,132 | $72,446+910.6% | $67,561+983.7% | $145,877+401.9% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 14.90% | 7211.98%-7197.1pp | 3525.44%-3510.5pp | 551.28%-536.4pp |
| Employer contribution / active EE | $3,342 | $3,072+8.8% | $2,735+22.2% | $4,663-28.3% |
| Participant deferral / active EE | $13,762 | $4,785+187.6% | $4,003+243.8% | $6,691+105.7% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |