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 | $49,920 | $97,550-48.8% | $120,344-58.5% | $87,485-42.9% |
| Participation rate | 65.4% | 72.8%-7.4pp | 76.7%-11.3pp | 68.9%-3.5pp |
| Annual return | 10.00% | 18.41%-8.4pp | 20.30%-10.3pp | 26.06%-16.1pp |
| Employer contribution / active EE | $2,525 | $2,291+10.2% | $3,020-16.4% | $2,596-2.8% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1 | $9,543-100.0% | $12,742-100.0% | $7,775-100.0% |