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 | $377,387 | $77,638+386.1% | $156,551+141.1% | $62,881+500.2% |
| Participation rate | 5.7% | 71.2%-65.5pp | 84.0%-78.3pp | 69.3%-63.6pp |
| Annual return | -9.19% | 50.33%-59.5pp | 32.23%-41.4pp | 20.14%-29.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $108 | $5,561-98.1% | $13,028-99.2% | $4,296-97.5% |