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 | $654,760 | $181,062+261.6% | $158,223+313.8% | $155,188+321.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 25.38% | 57.39%-32.0pp | 52.09%-26.7pp | 148.84%-123.5pp |
| Employer contribution / active EE | $3,402 | $4,565-25.5% | $4,109-17.2% | $4,248-19.9% |
| Participant deferral / active EE | $9,049 | $6,134+47.5% | $5,467+65.5% | $6,531+38.6% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |