Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $436,026 | $101,618+329.1% | $93,063+368.5% | $137,256+217.7% |
| Participation rate | 25.0% | 74.9%-49.9pp | 72.1%-47.1pp | 80.0%-55.0pp |
| Annual return | 26.63% | 223.95%-197.3pp | 34.15%-7.5pp | 220.34%-193.7pp |
| Employer contribution / active EE | $250 | $2,707-90.8% | $2,476-89.9% | $4,156-94.0% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14 | $6,198-99.8% | $6,033-99.8% | $12,270-99.9% |