Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $326,403 | $122,962+165.4% | $71,585+356.0% | $138,895+135.0% |
| Participation rate | 11.1% | 68.9%-57.8pp | 68.2%-57.0pp | 79.9%-68.8pp |
| Annual return | -1.23% | 37.84%-39.1pp | 59.26%-60.5pp | 145.39%-146.6pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $2,923-100.0% | $6,396-100.0% |
| Admin fee / account holder | $195 | $6,488-97.0% | $4,712-95.9% | $12,562-98.4% |