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.
Employer contribution per participant 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 | $304,064 | $129,959+134.0% | $104,301+191.5% | $134,532+126.0% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -16.49% | 42.04%-58.5pp | 24.61%-41.1pp | 418.27%-434.8pp |
| Employer contribution / active EE | $280 | $4,185-93.3% | $3,373-91.7% | $4,741-94.1% |
| Participant deferral / active EE | $8,333 | $5,589+49.1% | $4,626+80.1% | $6,401+30.2% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |