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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,878 | $95,438+180.7% | $135,998+97.0% | $74,478+259.7% |
| Participation rate | 29.1% | 78.2%-49.1pp | 81.9%-52.8pp | 70.7%-41.6pp |
| Annual return | 16.41% | 32.61%-16.2pp | 68.37%-52.0pp | 34.37%-18.0pp |
| Employer contribution / active EE | $2,333 | $3,878-39.8% | $4,860-52.0% | $2,637-11.5% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,761-100.0% | $4,530-100.0% |
| Admin fee / account holder | $8 | $259-96.9% | $10,769-99.9% | $347-97.7% |