Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $173,510 | $107,944+60.7% | $91,994+88.6% | $152,885+13.5% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 12.82% | 89.26%-76.4pp | 69.03%-56.2pp | 345.39%-332.6pp |
| Employer contribution / active EE | $19,273 | $4,210+357.8% | $3,452+458.3% | $4,763+304.6% |
| Participant deferral / active EE | $14,040 | $6,365+120.6% | $5,923+137.0% | $5,851+140.0% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |