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 | $107,051 | $124,298-13.9% | $109,152-1.9% | $167,497-36.1% |
| Participation rate | 63.6% | 79.4%-15.8pp | 75.9%-12.2pp | 82.1%-18.5pp |
| Annual return | 9.37% | 26.04%-16.7pp | 25.75%-16.4pp | 478.62%-469.2pp |
| Employer contribution / active EE | $1,353 | $4,208-67.9% | $3,722-63.7% | $4,838-72.0% |
| Participant deferral / active EE | $8,701 | $5,256+65.6% | $4,653+87.0% | $6,341+37.2% |
| Admin fee / account holder | $29 | $7,971-99.6% | $6,753-99.6% | $12,310-99.8% |