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 | $134,712 | $90,745+48.5% | $130,231+3.4% | $75,181+79.2% |
| Participation rate | 6.9% | 71.1%-64.2pp | 76.3%-69.4pp | 67.2%-60.3pp |
| Annual return | 1.27% | 34.45%-33.2pp | 38.77%-37.5pp | 160.69%-159.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,126-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,799-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,331-100.0% | $6,020-100.0% | $5,650-100.0% |