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 | $256,635 | $84,685+203.0% | $73,836+247.6% | $125,389+104.7% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -3.79% | 3123.80%-3127.6pp | 2268.06%-2271.8pp | 282.24%-286.0pp |
| Employer contribution / active EE | $867 | $3,123-72.2% | $2,787-68.9% | $4,866-82.2% |
| Participant deferral / active EE | $4,050 | $3,993+1.4% | $3,583+13.0% | $5,352-24.3% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |