Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $293,659 | $153,311+91.5% | $109,313+168.6% | $273,972+7.2% |
| Participation rate | 25.0% | 80.1%-55.1pp | 71.3%-46.3pp | 83.0%-58.0pp |
| Annual return | 0.10% | 29.86%-29.8pp | 22.07%-22.0pp | 41.46%-41.4pp |
| Employer contribution / active EE | $18 | $5,619-99.7% | $3,892-99.5% | $4,869-99.6% |
| Participant deferral / active EE | $180 | $3,932-95.4% | $3,166-94.3% | $5,287-96.6% |
| Admin fee / account holder | $16 | $8,076-99.8% | $5,666-99.7% | $10,133-99.8% |