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 | $87,653 | $97,550-10.1% | $120,344-27.2% | $87,485+0.2% |
| Participation rate | 55.2% | 72.8%-17.7pp | 76.7%-21.5pp | 68.9%-13.8pp |
| Annual return | 8.56% | 18.41%-9.9pp | 20.30%-11.7pp | 26.06%-17.5pp |
| Employer contribution / active EE | $1,987 | $2,291-13.3% | $3,020-34.2% | $2,596-23.5% |
| Participant deferral / active EE | $4,175 | $4,230-1.3% | $5,135-18.7% | $4,274-2.3% |
| Admin fee / account holder | $278 | $9,543-97.1% | $12,742-97.8% | $7,775-96.4% |