Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,348 | $73,787+330.1% | $98,716+221.5% | $82,448+284.9% |
| Participation rate | 65.4% | 61.4%+4.0pp | 69.3%-3.9pp | 68.1%-2.7pp |
| Annual return | 10.42% | 18.57%-8.1pp | 31.81%-21.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $4,255 | $1,511+181.6% | $2,279+86.7% | $2,551+66.8% |
| Participant deferral / active EE | $8,052 | $3,081+161.3% | $4,048+98.9% | $4,139+94.5% |
| Admin fee / account holder | $261 | $6,500-96.0% | $8,703-97.0% | $7,234-96.4% |