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 | $82,718 | $102,635-19.4% | $86,209-4.0% | $139,456-40.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 4.70% | 1923.53%-1918.8pp | 1169.05%-1164.4pp | 373.45%-368.8pp |
| Employer contribution / active EE | $785 | $3,034-74.1% | $2,381-67.0% | $4,753-83.5% |
| Participant deferral / active EE | $7,130 | $4,677+52.4% | $3,986+78.9% | $6,711+6.2% |
| Admin fee / account holder | $0 | $8,661-100.0% | $6,853-100.0% | $11,407-100.0% |