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.
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 | $365,938 | $28,624+1178.4% | $53,647+582.1% | $82,637+342.8% |
| Participation rate | 3.6% | 47.3%-43.7pp | 56.3%-52.7pp | 68.1%-64.5pp |
| Annual return | 275.11% | 664.98%-389.9pp | 358.33%-83.2pp | 53.51%+221.6pp |
| Employer contribution / active EE | $93 | $637-85.5% | $962-90.4% | $2,552-96.4% |
| Participant deferral / active EE | $890 | $1,196-25.6% | $1,813-50.9% | $4,126-78.4% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |