Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $132,576 | $172,111-23.0% | $150,298-11.8% | $137,256-3.4% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 10.80% | 69.37%-58.6pp | 62.79%-52.0pp | 220.34%-209.5pp |
| Employer contribution / active EE | $2,632 | $4,636-43.2% | $4,154-36.6% | $4,156-36.7% |
| Participant deferral / active EE | $12,400 | $6,166+101.1% | $5,453+127.4% | $6,407+93.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |