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 | $1,348,563 | $223,823+502.5% | $211,142+538.7% | $154,746+771.5% |
| Participation rate | 18.2% | 87.9%-69.7pp | 87.3%-69.1pp | 80.7%-62.5pp |
| Annual return | 38.68% | 50.39%-11.7pp | 46.84%-8.2pp | 172.34%-133.7pp |
| Employer contribution / active EE | $12,727 | $6,787+87.5% | $6,442+97.6% | $4,379+190.6% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |