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 | $4,075,005 | $77,908+5130.5% | $149,696+2622.2% | $75,173+5320.8% |
| Participation rate | 2.9% | 65.6%-62.7pp | 78.8%-75.9pp | 67.2%-64.3pp |
| Annual return | 9.03% | 31.73%-22.7pp | 134.46%-125.4pp | 160.72%-151.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |