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 | $251,834 | $175,231+43.7% | $149,696+68.2% | $139,466+80.6% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 19.99% | 166.77%-146.8pp | 134.46%-114.5pp | 373.66%-353.7pp |
| Employer contribution / active EE | $266 | $5,478-95.1% | $4,821-94.5% | $4,754-94.4% |
| Participant deferral / active EE | $6,333 | $6,521-2.9% | $5,682+11.5% | $6,712-5.6% |
| Admin fee / account holder | $219 | $16,155-98.6% | $13,212-98.3% | $11,409-98.1% |