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 | $365,052 | $99,345+267.5% | $84,753+330.7% | $273,972+33.2% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 8.02% | 22.93%-14.9pp | 22.78%-14.8pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,382 | $4,214-43.5% | $3,574-33.4% | $4,869-51.1% |
| Participant deferral / active EE | $5,581 | $4,270+30.7% | $3,712+50.4% | $5,287+5.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |