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.
Participant 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 | $360,464 | $201,370+79.0% | $184,256+95.6% | $145,897+147.1% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 15.57% | 29.05%-13.5pp | 28.85%-13.3pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,600 | $7,024-77.2% | $6,427-75.1% | $4,663-65.7% |
| Participant deferral / active EE | $1,600 | $9,808-83.7% | $9,133-82.5% | $6,689-76.1% |
| Admin fee / account holder | $19 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |