Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,336 | $157,304-72.5% | $141,197-69.3% | $152,909-71.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 8.20% | 64.34%-56.1pp | 71.41%-63.2pp | 345.46%-337.3pp |
| Employer contribution / active EE | $1,213 | $5,263-76.9% | $4,736-74.4% | $4,764-74.5% |
| Participant deferral / active EE | $4,591 | $7,111-35.4% | $6,710-31.6% | $5,851-21.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |