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 | $105,012 | $138,075-23.9% | $123,552-15.0% | $135,379-22.4% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -10.97% | 153.70%-164.7pp | 119.20%-130.2pp | 519.79%-530.8pp |
| Employer contribution / active EE | $5,958 | $5,152+15.7% | $4,628+28.7% | $4,779+24.7% |
| Participant deferral / active EE | $11,500 | $6,800+69.1% | $6,426+79.0% | $5,609+105.0% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,285-99.8% | $10,828-99.9% |