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 | $63,826 | $76,522-16.6% | $56,033+13.9% | $145,884-56.2% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 1.37% | 3014.28%-3012.9pp | 1711.38%-1710.0pp | 551.85%-550.5pp |
| Employer contribution / active EE | $1,561 | $1,382+12.9% | $1,041+50.0% | $4,662-66.5% |
| Participant deferral / active EE | $1,872 | $2,624-28.7% | $1,954-4.2% | $6,690-72.0% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |