Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $167,962 | $160,040+5.0% | $147,096+14.2% | $145,877+15.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 7.40% | 98.49%-91.1pp | 419.75%-412.3pp | 551.28%-543.9pp |
| Employer contribution / active EE | $1,661 | $5,289-68.6% | $4,936-66.4% | $4,663-64.4% |
| Participant deferral / active EE | $7,801 | $8,429-7.5% | $8,071-3.4% | $6,691+16.6% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |