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 | $354,100 | $135,645+161.0% | $110,243+221.2% | $135,379+161.6% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | 3.20% | 513.24%-510.0pp | 314.76%-311.6pp | 519.79%-516.6pp |
| Employer contribution / active EE | $320 | $4,907-93.5% | $3,827-91.6% | $4,779-93.3% |
| Participant deferral / active EE | $6,167 | $5,507+12.0% | $4,672+32.0% | $5,609+9.9% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |