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 | $287,039 | $133,981+114.2% | $112,249+155.7% | $134,532+113.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -21.00% | 47.16%-68.2pp | 27.48%-48.5pp | 418.27%-439.3pp |
| Employer contribution / active EE | $3,392 | $4,040-16.0% | $3,636-6.7% | $4,741-28.4% |
| Participant deferral / active EE | $12,577 | $5,292+137.7% | $4,729+166.0% | $6,401+96.5% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |