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 | $305,187 | $90,504+237.2% | $78,690+287.8% | $273,965+11.4% |
| Participation rate | 18.2% | 76.5%-58.3pp | 73.6%-55.4pp | 83.0%-64.8pp |
| Annual return | -1.16% | 75.61%-76.8pp | 62.18%-63.3pp | 41.45%-42.6pp |
| Employer contribution / active EE | $2,273 | $3,176-28.4% | $2,851-20.2% | $4,869-53.3% |
| Participant deferral / active EE | $4,334 | $3,901+11.1% | $3,517+23.2% | $5,287-18.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,511-100.0% | $10,132-100.0% |