Sign up free to preview peer percentile detail
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 | $847,995 | $69,590+1118.6% | $136,867+519.6% | $94,015+802.0% |
| Participation rate | 2.9% | 66.3%-63.4pp | 74.5%-71.6pp | 70.8%-67.9pp |
| Annual return | -29.35% | 19.62%-49.0pp | 42.97%-72.3pp | 17.84%-47.2pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $8,912-100.0% | $10,340-100.0% | $8,951-100.0% |