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 | $195,934 | $161,352+21.4% | $134,172+46.0% | $137,256+42.8% |
| Participation rate | 0.0% | 78.3%-78.3pp | 72.5%-72.5pp | 80.0%-80.0pp |
| Annual return | 3.52% | 28.72%-25.2pp | 25.30%-21.8pp | 220.34%-216.8pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $24,000 | $5,552+332.2% | $4,690+411.7% | $6,407+274.6% |
| Admin fee / account holder | $50 | $15,028-99.7% | $12,016-99.6% | $12,270-99.6% |