Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $512,314 | $162,136+216.0% | $152,301+236.4% | $154,746+231.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 16.79% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $11,625 | $4,890+137.7% | $4,624+151.4% | $4,379+165.5% |
| Participant deferral / active EE | $5,875 | $8,341-29.6% | $8,004-26.6% | $6,730-12.7% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |