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 | $109,853 | $209,405-47.5% | $178,486-38.5% | $158,931-30.9% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 5.93% | 188.77%-182.8pp | 151.08%-145.2pp | 302.86%-296.9pp |
| Employer contribution / active EE | $1,923 | $5,707-66.3% | $5,011-61.6% | $4,761-59.6% |
| Participant deferral / active EE | $4,185 | $5,954-29.7% | $5,202-19.5% | $5,982-30.0% |
| Admin fee / account holder | $4 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |