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 | $370,264 | $106,905+246.3% | $84,020+340.7% | $152,885+142.2% |
| Participation rate | 38.5% | 75.2%-36.8pp | 69.0%-30.6pp | 82.5%-44.0pp |
| Annual return | -15.59% | 105.00%-120.6pp | 71.31%-86.9pp | 345.39%-361.0pp |
| Employer contribution / active EE | $12,123 | $2,735+343.3% | $1,984+511.2% | $4,763+154.5% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |