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 | $75,523 | $157,296-52.0% | $141,191-46.5% | $152,897-50.6% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.5%-40.8pp |
| Annual return | 13.10% | 64.34%-51.2pp | 71.41%-58.3pp | 345.43%-332.3pp |
| Employer contribution / active EE | $1,854 | $5,262-64.8% | $4,736-60.9% | $4,764-61.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $128 | $12,125-98.9% | $10,264-98.8% | $11,599-98.9% |