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 | $46,783 | $99,017-52.8% | $86,587-46.0% | $147,585-68.3% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 8.44% | 1312.37%-1303.9pp | 964.86%-956.4pp | 578.56%-570.1pp |
| Employer contribution / active EE | $2,135 | $3,132-31.8% | $2,839-24.8% | $4,876-56.2% |
| Participant deferral / active EE | $7,803 | $3,972+96.4% | $3,609+116.2% | $5,439+43.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |