Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $143,263 | $107,733+33.0% | $92,985+54.1% | $154,746-7.4% |
| Participation rate | 55.6% | 74.6%-19.0pp | 69.5%-13.9pp | 80.7%-25.1pp |
| Annual return | 0.90% | 30.39%-29.5pp | 27.99%-27.1pp | 172.34%-171.4pp |
| Employer contribution / active EE | $1,509 | $3,126-51.7% | $2,662-43.3% | $4,379-65.6% |
| Participant deferral / active EE | $7,769 | $5,053+53.7% | $4,377+77.5% | $6,730+15.4% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |