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 | $46,076 | $73,518-37.3% | $63,003-26.9% | $147,585-68.8% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.8%-16.5pp | 82.8%-24.5pp |
| Annual return | 6.51% | 175.46%-168.9pp | 87.59%-81.1pp | 578.57%-572.1pp |
| Employer contribution / active EE | $2,376 | $3,322-28.5% | $2,760-13.9% | $4,876-51.3% |
| Participant deferral / active EE | $2,770 | $4,183-33.8% | $3,329-16.8% | $5,439-49.1% |
| Admin fee / account holder | $2 | $5,952-100.0% | $3,600-99.9% | $10,885-100.0% |