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 | $160,028+11.1% | $147,080+20.9% | $145,884+21.8% |
| Participation rate | 19.0% | 84.0%-65.0pp | 82.2%-63.1pp | 80.3%-61.3pp |
| Annual return | 6.16% | 98.60%-92.4pp | 420.17%-414.0pp | 551.85%-545.7pp |
| Employer contribution / active EE | $1,227 | $5,286-76.8% | $4,933-75.1% | $4,662-73.7% |
| Participant deferral / active EE | $2,641 | $8,422-68.6% | $8,066-67.3% | $6,690-60.5% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |