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 | $128,015 | $111,785+14.5% | $93,669+36.7% | $145,877-12.2% |
| Participation rate | 52.6% | 74.2%-21.6pp | 68.7%-16.1pp | 80.3%-27.7pp |
| Annual return | 4.15% | 203.79%-199.6pp | 133.59%-129.4pp | 551.28%-547.1pp |
| Employer contribution / active EE | $776 | $3,096-74.9% | $2,424-68.0% | $4,663-83.4% |
| Participant deferral / active EE | $3,157 | $4,919-35.8% | $4,416-28.5% | $6,691-52.8% |
| Admin fee / account holder | $126 | $10,256-98.8% | $8,291-98.5% | $13,402-99.1% |