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 | $256,680 | $209,425+22.6% | $178,499+43.8% | $158,966+61.5% |
| Participation rate | 61.5% | 86.4%-24.8pp | 81.9%-20.4pp | 82.0%-20.4pp |
| Annual return | 2422.86% | 188.80%+2234.1pp | 151.10%+2271.8pp | 302.95%+2119.9pp |
| Employer contribution / active EE | $4,658 | $5,707-18.4% | $5,011-7.0% | $4,762-2.2% |
| Participant deferral / active EE | $13,938 | $5,955+134.1% | $5,202+167.9% | $5,983+133.0% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |