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 | $308,511 | $126,661+143.6% | $113,397+172.1% | $138,895+122.1% |
| Participation rate | 64.3% | 79.4%-15.2pp | 76.5%-12.2pp | 79.9%-15.6pp |
| Annual return | 6.01% | 25.05%-19.0pp | 23.20%-17.2pp | 145.39%-139.4pp |
| Employer contribution / active EE | $3,627 | $3,456+4.9% | $2,977+21.8% | $4,194-13.5% |
| Participant deferral / active EE | $9,875 | $5,693+73.5% | $5,076+94.5% | $6,396+54.4% |
| Admin fee / account holder | $163 | $14,549-98.9% | $11,957-98.6% | $12,562-98.7% |