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 | $239,321 | $159,934+49.6% | $147,005+62.8% | $145,959+64.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 1.30% | 98.24%-96.9pp | 418.76%-417.5pp | 561.95%-560.7pp |
| Employer contribution / active EE | $2,265 | $5,287-57.2% | $4,934-54.1% | $4,661-51.4% |
| Participant deferral / active EE | $6,949 | $8,427-17.5% | $8,070-13.9% | $6,689+3.9% |
| Admin fee / account holder | $2 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |