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 | $567,869 | $217,432+161.2% | $185,851+205.6% | $167,553+238.9% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 87.74% | 148.43%-60.7pp | 122.11%-34.4pp | 478.89%-391.1pp |
| Employer contribution / active EE | $618 | $5,874-89.5% | $5,168-88.1% | $4,840-87.2% |
| Participant deferral / active EE | $5,320 | $6,357-16.3% | $5,569-4.5% | $6,343-16.1% |
| Admin fee / account holder | $7 | $19,820-100.0% | $16,245-100.0% | $12,316-99.9% |