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.
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 | $469,868 | $102,696+357.5% | $86,235+444.9% | $139,487+236.9% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.0%-40.4pp | 80.3%-51.8pp |
| Annual return | 24.34% | 1925.91%-1901.6pp | 1170.03%-1145.7pp | 373.84%-349.5pp |
| Employer contribution / active EE | $429 | $3,034-85.9% | $2,381-82.0% | $4,755-91.0% |
| Participant deferral / active EE | $8,571 | $4,679+83.2% | $3,987+115.0% | $6,713+27.7% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |