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 | $159,164 | $117,433+35.5% | $99,475+60.0% | $152,897+4.1% |
| Participation rate | 66.7% | 77.5%-10.9pp | 73.8%-7.2pp | 82.5%-15.8pp |
| Annual return | 1.53% | 31.87%-30.3pp | 30.72%-29.2pp | 345.43%-343.9pp |
| Employer contribution / active EE | $3,649 | $3,013+21.1% | $2,540+43.7% | $4,764-23.4% |
| Participant deferral / active EE | $12,667 | $4,086+210.0% | $3,619+250.0% | $5,851+116.5% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |