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 | $256,793 | $92,219+178.5% | $76,767+234.5% | $135,380+89.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -9.42% | 5.46%-14.9pp | 2.43%-11.9pp | 519.81%-529.2pp |
| Employer contribution / active EE | $3,852 | $3,216+19.8% | $2,485+55.0% | $4,779-19.4% |
| Participant deferral / active EE | $7,643 | $4,508+69.5% | $3,852+98.4% | $5,609+36.3% |
| Admin fee / account holder | $22 | $10,749-99.8% | $6,675-99.7% | $10,828-99.8% |