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 | $277,194 | $111,535+148.5% | $105,223+163.4% | $137,256+102.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 2.73% | 237.85%-235.1pp | 180.65%-177.9pp | 220.34%-217.6pp |
| Employer contribution / active EE | $1,885 | $3,939-52.2% | $3,689-48.9% | $4,156-54.6% |
| Participant deferral / active EE | $14,842 | $5,500+169.9% | $5,072+192.6% | $6,407+131.7% |
| Admin fee / account holder | $12 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |