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 | $539,819 | $141,001+282.8% | $112,228+381.0% | $139,487+287.0% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 20.67% | 32.75%-12.1pp | 30.23%-9.6pp | 373.84%-353.2pp |
| Employer contribution / active EE | $15,561 | $4,285+263.2% | $3,432+353.5% | $4,755+227.3% |
| Participant deferral / active EE | $3,867 | $5,877-34.2% | $4,800-19.4% | $6,713-42.4% |
| Admin fee / account holder | $20 | $9,959-99.8% | $7,752-99.7% | $11,407-99.8% |