Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $465,207 | $148,558+213.1% | $135,925+242.3% | $139,427+233.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 11.82% | 79.22%-67.4pp | 68.25%-56.4pp | 373.27%-361.5pp |
| Employer contribution / active EE | $7,815 | $5,244+49.0% | $4,857+60.9% | $4,752+64.5% |
| Participant deferral / active EE | $4,143 | $8,101-48.9% | $7,759-46.6% | $6,711-38.3% |
| Admin fee / account holder | $0 | $12,401-100.0% | $10,764-100.0% | $11,404-100.0% |