Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $266,774 | $168,635+58.2% | $147,617+80.7% | $125,389+112.8% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -4.27% | 77.65%-81.9pp | 61.98%-66.2pp | 282.24%-286.5pp |
| Employer contribution / active EE | $1,740 | $6,252-72.2% | $5,564-68.7% | $4,866-64.2% |
| Participant deferral / active EE | $12,000 | $5,507+117.9% | $4,895+145.1% | $5,352+124.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |