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 | $87,277 | $106,003-17.7% | $92,236-5.4% | $147,585-40.9% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 3.21% | 50.05%-46.8pp | 176.29%-173.1pp | 578.57%-575.4pp |
| Employer contribution / active EE | $2,176 | $4,333-49.8% | $3,679-40.9% | $4,876-55.4% |
| Participant deferral / active EE | $7,200 | $4,478+60.8% | $3,897+84.8% | $5,439+32.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |