Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Participant 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 | $621,646 | $391,394+58.8% | $342,983+81.2% | $461,066+34.8% |
| Participation rate | 33.3% | 89.0%-55.7pp | 88.2%-54.9pp | 87.7%-54.3pp |
| Annual return | 24.30% | -3.77%+28.1pp | -2.60%+26.9pp | 484.84%-460.5pp |
| Employer contribution / active EE | $23,333 | $8,803+165.1% | $7,825+198.2% | $9,163+154.6% |
| Participant deferral / active EE | $0 | $6,244-100.0% | $6,109-100.0% | $6,032-100.0% |
| Admin fee / account holder | $57 | $23,519-99.8% | $22,391-99.7% | $28,147-99.8% |