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.
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 | $282,062 | $160,028+76.3% | $147,080+91.8% | $145,884+93.3% |
| Participation rate | 53.3% | 84.0%-30.7pp | 82.2%-28.8pp | 80.3%-27.0pp |
| Annual return | 6.06% | 98.60%-92.5pp | 420.17%-414.1pp | 551.85%-545.8pp |
| Employer contribution / active EE | $1,556 | $5,286-70.6% | $4,933-68.4% | $4,662-66.6% |
| Participant deferral / active EE | $3,855 | $8,422-54.2% | $8,066-52.2% | $6,690-42.4% |
| Admin fee / account holder | $60 | $15,030-99.6% | $12,989-99.5% | $13,392-99.6% |