Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $259,690 | $111,830+132.2% | $93,696+177.2% | $145,884+78.0% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 27.79% | 204.08%-176.3pp | 133.74%-106.0pp | 551.85%-524.1pp |
| Employer contribution / active EE | $291 | $3,093-90.6% | $2,422-88.0% | $4,662-93.8% |
| Participant deferral / active EE | $2,795 | $4,920-43.2% | $4,417-36.7% | $6,690-58.2% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |