Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $273,713 | $110,410+147.9% | $102,437+167.2% | $145,897+87.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 16.39% | 24.85%-8.5pp | 24.95%-8.6pp | 552.29%-535.9pp |
| Employer contribution / active EE | $1,290 | $4,217-69.4% | $3,871-66.7% | $4,663-72.3% |
| Participant deferral / active EE | $7,120 | $5,622+26.7% | $5,060+40.7% | $6,689+6.4% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |