Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $196,900 | $28,624+587.9% | $53,647+267.0% | $82,637+138.3% |
| Participation rate | 7.9% | 47.3%-39.4pp | 56.3%-48.4pp | 68.1%-60.2pp |
| Annual return | 12.87% | 664.98%-652.1pp | 358.33%-345.5pp | 53.51%-40.6pp |
| Employer contribution / active EE | $400 | $637-37.2% | $962-58.4% | $2,552-84.3% |
| Participant deferral / active EE | $1,474 | $1,196+23.2% | $1,813-18.7% | $4,126-64.3% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |