Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.
Participant 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 | $2,644,794 | $116,360+2172.9% | $65,566+3933.8% | $139,466+1796.4% |
| Participation rate | 6.3% | 67.8%-61.5pp | 64.9%-58.7pp | 80.3%-74.1pp |
| Annual return | 43.13% | 31.23%+11.9pp | 47.40%-4.3pp | 373.66%-330.5pp |
| Employer contribution / active EE | $381 | $2,600-85.3% | $1,692-77.5% | $4,754-92.0% |
| Participant deferral / active EE | $382 | $4,242-91.0% | $2,832-86.5% | $6,712-94.3% |
| Admin fee / account holder | $0 | $6,701-100.0% | $4,114-100.0% | $11,409-100.0% |