Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $413,291 | $142,392+190.2% | $119,622+245.5% | $134,532+207.2% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | 73.62% | -12.46%+86.1pp | -14.98%+88.6pp | 418.27%-344.7pp |
| Employer contribution / active EE | $780 | $5,224-85.1% | $4,232-81.6% | $4,741-83.5% |
| Participant deferral / active EE | $7,800 | $6,467+20.6% | $5,601+39.3% | $6,401+21.9% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |