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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,954 | $52,353+48.9% | $120,225-35.2% | $82,448-5.5% |
| Participation rate | 43.8% | 58.3%-14.6pp | 69.6%-25.8pp | 68.1%-24.3pp |
| Annual return | 12.96% | 61.85%-48.9pp | 439.23%-426.3pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,077 | $1,510-28.7% | $3,475-69.0% | $2,551-57.8% |
| Participant deferral / active EE | $2,686 | $2,627+2.3% | $3,999-32.8% | $4,139-35.1% |
| Admin fee / account holder | $0 | $4,363-100.0% | $5,696-100.0% | $7,234-100.0% |