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 | $464,780 | $201,264+130.9% | $184,185+152.3% | $145,978+218.4% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 31.27% | 29.00%+2.3pp | 28.81%+2.5pp | 550.52%-519.2pp |
| Employer contribution / active EE | $15,280 | $7,021+117.6% | $6,426+137.8% | $4,662+227.8% |
| Participant deferral / active EE | $17,550 | $9,806+79.0% | $9,132+92.2% | $6,690+162.3% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |