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 | $56,454 | $49,976+13.0% | $66,674-15.3% | $82,637-31.7% |
| Participation rate | 30.3% | 63.1%-32.8pp | 73.7%-43.4pp | 68.1%-37.8pp |
| Annual return | 10.21% | 39.09%-28.9pp | 321.24%-311.0pp | 53.51%-43.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,985 | $2,847-30.3% | $4,084-51.4% | $4,126-51.9% |
| Admin fee / account holder | $0 | $4,594-100.0% | $5,098-100.0% | $7,339-100.0% |