Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $903,501 | $138,114+554.2% | $125,391+620.5% | $134,545+571.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -73.19% | 750.88%-824.1pp | 572.41%-645.6pp | 418.37%-491.6pp |
| Employer contribution / active EE | $27,000 | $5,246+414.7% | $4,816+460.7% | $4,742+469.4% |
| Participant deferral / active EE | $18,000 | $7,801+130.7% | $7,448+141.7% | $6,401+181.2% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |