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 | $33,102 | $135,956-75.7% | $123,894-73.3% | $273,972-87.9% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 2.13% | 56.63%-54.5pp | 47.52%-45.4pp | 41.46%-39.3pp |
| Employer contribution / active EE | $1,340 | $5,170-74.1% | $4,617-71.0% | $4,869-72.5% |
| Participant deferral / active EE | $4,388 | $6,343-30.8% | $5,984-26.7% | $5,287-17.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |