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.
Employer 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 | $791,262 | $167,533+372.3% | $151,645+421.8% | $134,545+488.1% |
| Participation rate | 25.0% | 88.4%-63.4pp | 87.5%-62.5pp | 81.2%-56.2pp |
| Annual return | -18.26% | 7.81%-26.1pp | 3.34%-21.6pp | 418.37%-436.6pp |
| Employer contribution / active EE | $1,250 | $6,828-81.7% | $6,165-79.7% | $4,742-73.6% |
| Participant deferral / active EE | $5,125 | $8,985-43.0% | $8,363-38.7% | $6,401-19.9% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |