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.
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 | $669,671 | $176,688+279.0% | $130,660+412.5% | $152,909+338.0% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.5%-32.5pp |
| Annual return | 5.15% | 2693.08%-2687.9pp | 1709.29%-1704.1pp | 345.46%-340.3pp |
| Employer contribution / active EE | $31,629 | $5,743+450.7% | $4,092+672.9% | $4,764+563.9% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9 | $7,131-99.9% | $5,463-99.8% | $11,601-99.9% |