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 | $1,800,684 | $107,941+1568.2% | $91,994+1857.4% | $152,909+1077.6% |
| Participation rate | 5.6% | 81.2%-75.6pp | 78.6%-73.1pp | 82.5%-76.9pp |
| Annual return | 6.05% | 89.28%-83.2pp | 69.04%-63.0pp | 345.46%-339.4pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $224 | $10,521-97.9% | $7,744-97.1% | $11,601-98.1% |