Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $154,149 | $201,264-23.4% | $184,185-16.3% | $145,978+5.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 7.49% | 29.00%-21.5pp | 28.81%-21.3pp | 550.52%-543.0pp |
| Employer contribution / active EE | $2,649 | $7,021-62.3% | $6,426-58.8% | $4,662-43.2% |
| Participant deferral / active EE | $15,250 | $9,806+55.5% | $9,132+67.0% | $6,690+128.0% |
| Admin fee / account holder | $79 | $16,376-99.5% | $13,909-99.4% | $13,400-99.4% |