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 | $53,375 | $100,895-47.1% | $90,430-41.0% | $158,950-66.4% |
| Participation rate | 58.8% | 75.0%-16.2pp | 72.7%-13.9pp | 82.0%-23.1pp |
| Annual return | 3.70% | 1725.54%-1721.8pp | 1293.73%-1290.0pp | 302.91%-299.2pp |
| Employer contribution / active EE | $2,075 | $3,689-43.7% | $3,262-36.4% | $4,762-56.4% |
| Participant deferral / active EE | $2,837 | $4,347-34.7% | $3,963-28.4% | $5,983-52.6% |
| Admin fee / account holder | $59 | $6,505-99.1% | $5,613-99.0% | $11,248-99.5% |