Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $326,175 | $183,539+77.7% | $155,556+109.7% | $145,897+123.6% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 9.47% | 61.31%-51.8pp | 64.84%-55.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $875 | $5,315-83.5% | $4,675-81.3% | $4,663-81.2% |
| Participant deferral / active EE | $7,625 | $6,467+17.9% | $5,631+35.4% | $6,689+14.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |