Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $254,070 | $76,522+232.0% | $56,033+353.4% | $145,884+74.2% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 5.10% | 3014.28%-3009.2pp | 1711.38%-1706.3pp | 551.85%-546.7pp |
| Employer contribution / active EE | $3,667 | $1,382+165.3% | $1,041+252.3% | $4,662-21.4% |
| Participant deferral / active EE | $17,667 | $2,624+573.3% | $1,954+804.1% | $6,690+164.1% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |