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 | $197,186 | $102,635+92.1% | $86,209+128.7% | $139,456+41.4% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.0%-32.6pp | 80.3%-44.0pp |
| Annual return | 8.10% | 1923.53%-1915.4pp | 1169.05%-1161.0pp | 373.45%-365.4pp |
| Employer contribution / active EE | $1,181 | $3,034-61.1% | $2,381-50.4% | $4,753-75.2% |
| Participant deferral / active EE | $2,541 | $4,677-45.7% | $3,986-36.3% | $6,711-62.1% |
| Admin fee / account holder | $0 | $8,661-100.0% | $6,853-100.0% | $11,407-100.0% |