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 | $1,115,309 | $201,344+453.9% | $184,243+505.3% | $145,877+664.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 8.67% | 29.01%-20.3pp | 28.82%-20.1pp | 551.28%-542.6pp |
| Employer contribution / active EE | $23,000 | $7,022+227.5% | $6,427+257.9% | $4,663+393.3% |
| Participant deferral / active EE | $15,250 | $9,807+55.5% | $9,132+67.0% | $6,691+127.9% |
| Admin fee / account holder | $133 | $16,382-99.2% | $13,914-99.0% | $13,402-99.0% |