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 | $527,135 | $183,592+187.1% | $155,567+238.8% | $145,959+261.2% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 8.27% | 61.24%-53.0pp | 64.74%-56.5pp | 561.95%-553.7pp |
| Employer contribution / active EE | $1,791 | $5,315-66.3% | $4,674-61.7% | $4,661-61.6% |
| Participant deferral / active EE | $12,100 | $6,464+87.2% | $5,628+115.0% | $6,689+80.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |