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 | $132,059 | $110,137+19.9% | $161,149-18.1% | $82,637+59.8% |
| Participation rate | 45.5% | 72.4%-26.9pp | 78.8%-33.4pp | 68.1%-22.6pp |
| Annual return | 8.21% | 20.69%-12.5pp | 21.16%-13.0pp | 53.51%-45.3pp |
| Employer contribution / active EE | $1,914 | $2,856-33.0% | $4,360-56.1% | $2,552-25.0% |
| Participant deferral / active EE | $4,580 | $4,575+0.1% | $6,153-25.6% | $4,126+11.0% |
| Admin fee / account holder | $224 | $9,467-97.6% | $15,194-98.5% | $7,339-96.9% |