Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,529 | $127,386-47.0% | $115,037-41.3% | $125,388-46.1% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -5.66% | 31.28%-36.9pp | 26.14%-31.8pp | 282.24%-287.9pp |
| Employer contribution / active EE | $1,675 | $5,166-67.6% | $4,608-63.6% | $4,866-65.6% |
| Participant deferral / active EE | $8,500 | $6,423+32.3% | $6,026+41.0% | $5,352+58.8% |
| Admin fee / account holder | $261 | $9,516-97.3% | $8,175-96.8% | $9,541-97.3% |