Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $730,453 | $110,248+562.6% | $95,728+663.0% | $139,456+423.8% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 10.80% | 27.16%-16.4pp | 28.40%-17.6pp | 373.45%-362.7pp |
| Employer contribution / active EE | $1,765 | $3,258-45.8% | $2,835-37.8% | $4,753-62.9% |
| Participant deferral / active EE | $4,598 | $4,675-1.7% | $4,245+8.3% | $6,711-31.5% |
| Admin fee / account holder | $117 | $6,607-98.2% | $5,673-97.9% | $11,407-99.0% |