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 | $324,000 | $58,848+450.6% | $88,179+267.4% | $82,637+292.1% |
| Participation rate | 3.8% | 57.9%-54.1pp | 69.1%-65.3pp | 68.1%-64.2pp |
| Annual return | 2.21% | 22.76%-20.5pp | 64.97%-62.8pp | 53.51%-51.3pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,124-100.0% | $4,614-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,795-100.0% | $7,673-100.0% | $7,339-100.0% |