Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $42,549 | $157,304-73.0% | $141,197-69.9% | $152,909-72.2% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 13.94% | 64.34%-50.4pp | 71.41%-57.5pp | 345.46%-331.5pp |
| Employer contribution / active EE | $1,843 | $5,263-65.0% | $4,736-61.1% | $4,764-61.3% |
| Participant deferral / active EE | $5,260 | $7,111-26.0% | $6,710-21.6% | $5,851-10.1% |
| Admin fee / account holder | $207 | $12,126-98.3% | $10,265-98.0% | $11,601-98.2% |