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 | $260,683 | $110,379+136.2% | $102,412+154.5% | $145,884+78.7% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 19.04% | 24.84%-5.8pp | 24.94%-5.9pp | 551.85%-532.8pp |
| Employer contribution / active EE | $1,108 | $4,216-73.7% | $3,870-71.4% | $4,662-76.2% |
| Participant deferral / active EE | $5,182 | $5,622-7.8% | $5,060+2.4% | $6,690-22.5% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |