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 | $109,615 | $148,623-26.2% | $135,974-19.4% | $139,466-21.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 5.56% | 79.30%-73.7pp | 68.30%-62.7pp | 373.66%-368.1pp |
| Employer contribution / active EE | $5,125 | $5,246-2.3% | $4,859+5.5% | $4,754+7.8% |
| Participant deferral / active EE | $3,008 | $8,103-62.9% | $7,760-61.2% | $6,712-55.2% |
| Admin fee / account holder | $8 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |