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 | $66,908 | $106,005-36.9% | $92,239-27.5% | $147,585-54.7% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 7.18% | 50.05%-42.9pp | 176.29%-169.1pp | 578.58%-571.4pp |
| Employer contribution / active EE | $2,338 | $4,333-46.0% | $3,680-36.5% | $4,876-52.0% |
| Participant deferral / active EE | $7,000 | $4,478+56.3% | $3,897+79.6% | $5,439+28.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |