Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $766,322 | $211,224+262.8% | $178,505+329.3% | $145,897+425.2% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 6.83% | 30.28%-23.5pp | 27.16%-20.3pp | 552.29%-545.5pp |
| Employer contribution / active EE | $13,500 | $4,577+195.0% | $3,955+241.3% | $4,663+189.5% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $95 | $12,109-99.2% | $10,428-99.1% | $13,390-99.3% |