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 | $292,480 | $96,691+202.5% | $86,656+237.5% | $139,487+109.7% |
| Participation rate | 66.7% | 74.4%-7.8pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 3.40% | 106.87%-103.5pp | 593.09%-589.7pp | 373.84%-370.4pp |
| Employer contribution / active EE | $742 | $3,267-77.3% | $3,025-75.5% | $4,755-84.4% |
| Participant deferral / active EE | $10,587 | $4,838+118.8% | $4,439+138.5% | $6,713+57.7% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |