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 | $177,755 | $160,070+11.0% | $147,117+20.8% | $145,897+21.8% |
| Participation rate | 19.0% | 84.0%-65.0pp | 82.2%-63.1pp | 80.3%-61.3pp |
| Annual return | 6.16% | 98.69%-92.5pp | 420.54%-414.4pp | 552.29%-546.1pp |
| Employer contribution / active EE | $1,227 | $5,285-76.8% | $4,932-75.1% | $4,663-73.7% |
| Participant deferral / active EE | $2,641 | $8,419-68.6% | $8,065-67.3% | $6,689-60.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |