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 | $693,387 | $132,099+424.9% | $115,599+499.8% | $138,895+399.2% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.3%-34.3pp | 79.9%-39.9pp |
| Annual return | 23.82% | 176.76%-152.9pp | 111.10%-87.3pp | 145.39%-121.6pp |
| Employer contribution / active EE | $5,041 | $3,416+47.6% | $2,955+70.6% | $4,194+20.2% |
| Participant deferral / active EE | $9,141 | $5,617+62.7% | $4,889+87.0% | $6,396+42.9% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |