Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $67,538 | $183,592-63.2% | $155,567-56.6% | $145,959-53.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 4.77% | 61.24%-56.5pp | 64.74%-60.0pp | 561.95%-557.2pp |
| Employer contribution / active EE | $3,958 | $5,315-25.5% | $4,674-15.3% | $4,661-15.1% |
| Participant deferral / active EE | $7,095 | $6,464+9.8% | $5,628+26.1% | $6,689+6.1% |
| Admin fee / account holder | $114 | $19,318-99.4% | $15,916-99.3% | $13,398-99.2% |