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 | $87,509 | $72,071+21.4% | $68,368+28.0% | $137,256-36.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 10.84% | 353.14%-342.3pp | 292.57%-281.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $632 | $4,410-85.7% | $4,123-84.7% | $6,407-90.1% |
| Admin fee / account holder | $142 | $5,336-97.3% | $5,150-97.3% | $12,270-98.8% |