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 | $72,752 | $99,345-26.8% | $84,753-14.2% | $273,972-73.4% |
| Participation rate | 57.1% | 80.7%-23.6pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | 0.76% | 22.93%-22.2pp | 22.78%-22.0pp | 41.46%-40.7pp |
| Employer contribution / active EE | $2,604 | $4,214-38.2% | $3,574-27.1% | $4,869-46.5% |
| Participant deferral / active EE | $5,131 | $4,270+20.2% | $3,712+38.2% | $5,287-2.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |