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 | $40,887 | $96,691-57.7% | $86,656-52.8% | $139,487-70.7% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 10.60% | 106.87%-96.3pp | 593.09%-582.5pp | 373.84%-363.2pp |
| Employer contribution / active EE | $3,116 | $3,267-4.6% | $3,025+3.0% | $4,755-34.5% |
| Participant deferral / active EE | $2,931 | $4,838-39.4% | $4,439-34.0% | $6,713-56.3% |
| Admin fee / account holder | $153 | $6,414-97.6% | $5,619-97.3% | $11,407-98.7% |