Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $521,782 | $275,752+89.2% | $256,809+103.2% | $198,609+162.7% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 39.25% | 34.81%+4.4pp | 32.73%+6.5pp | 202.70%-163.4pp |
| Employer contribution / active EE | $6,433 | $7,721-16.7% | $7,263-11.4% | $5,055+27.3% |
| Participant deferral / active EE | $14,617 | $10,037+45.6% | $9,520+53.5% | $6,977+109.5% |
| Admin fee / account holder | $20 | $25,716-99.9% | $25,146-99.9% | $19,030-99.9% |