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 | $37,539 | $183,627-79.6% | $155,602-75.9% | $145,978-74.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 4.84% | 61.32%-56.5pp | 64.81%-60.0pp | 550.52%-545.7pp |
| Employer contribution / active EE | $5,555 | $5,316+4.5% | $4,675+18.8% | $4,662+19.1% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $128 | $19,327-99.3% | $15,923-99.2% | $13,400-99.0% |