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.
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 | $419,437 | $71,208+489.0% | $93,681+347.7% | $80,911+418.4% |
| Participation rate | 10.5% | 60.4%-49.9pp | 68.7%-58.2pp | 67.6%-57.1pp |
| Annual return | 31.01% | 11.27%+19.7pp | 133.47%-102.5pp | 35.63%-4.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,482 | $4,035-63.3% | $4,415-66.4% | $4,297-65.5% |
| Admin fee / account holder | $0 | $6,951-100.0% | $8,290-100.0% | $6,935-100.0% |