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.
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 | $287,454 | $114,119+151.9% | $107,187+168.2% | $138,895+107.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 3.78% | 273.21%-269.4pp | 204.55%-200.8pp | 145.39%-141.6pp |
| Employer contribution / active EE | $22,179 | $4,059+446.4% | $3,782+486.4% | $4,194+428.8% |
| Participant deferral / active EE | $12,438 | $5,538+124.6% | $5,096+144.1% | $6,396+94.5% |
| Admin fee / account holder | $27 | $10,024-99.7% | $9,162-99.7% | $12,562-99.8% |