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.
Employer contribution per participant 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 | $260,074 | $180,749+43.9% | $160,784+61.8% | $137,256+89.5% |
| Participation rate | 28.6% | 80.0%-51.4pp | 77.0%-48.4pp | 80.0%-51.4pp |
| Annual return | 15.82% | 2234.46%-2218.6pp | 1803.92%-1788.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,796 | $6,844-59.2% | $6,293-55.6% | $6,407-56.4% |
| Admin fee / account holder | $127 | $10,397-98.8% | $9,717-98.7% | $12,270-99.0% |