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 | $223,823+133.1% | $211,142+147.1% | $154,746+237.2% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 39.25% | 50.39%-11.1pp | 46.84%-7.6pp | 172.34%-133.1pp |
| Employer contribution / active EE | $6,433 | $6,787-5.2% | $6,442-0.1% | $4,379+46.9% |
| Participant deferral / active EE | $14,617 | $9,750+49.9% | $9,284+57.4% | $6,730+117.2% |
| Admin fee / account holder | $20 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |