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 | $2,087,164 | $148,582+1304.7% | $135,942+1435.3% | $139,456+1396.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 14.77% | 79.26%-64.5pp | 68.28%-53.5pp | 373.45%-358.7pp |
| Employer contribution / active EE | $17,413 | $5,245+232.0% | $4,858+258.5% | $4,753+266.4% |
| Participant deferral / active EE | $20,000 | $8,101+146.9% | $7,759+157.8% | $6,711+198.0% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |