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 | $81,598 | $135,956-40.0% | $123,894-34.1% | $273,972-70.2% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 1.01% | 56.63%-55.6pp | 47.52%-46.5pp | 41.46%-40.4pp |
| Employer contribution / active EE | $6,000 | $5,170+16.1% | $4,617+30.0% | $4,869+23.2% |
| Participant deferral / active EE | $6,000 | $6,343-5.4% | $5,984+0.3% | $5,287+13.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |