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 | $133,764 | $96,388+38.8% | $80,627+65.9% | $139,466-4.1% |
| Participation rate | 52.9% | 73.6%-20.7pp | 67.0%-14.1pp | 80.3%-27.4pp |
| Annual return | 6.29% | 1352.08%-1345.8pp | 936.76%-930.5pp | 373.66%-367.4pp |
| Employer contribution / active EE | $3,207 | $3,260-1.6% | $2,723+17.8% | $4,754-32.5% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,443-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |