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 | $104,511 | $75,832+37.8% | $147,617-29.2% | $59,633+75.3% |
| Participation rate | 62.5% | 71.6%-9.1pp | 84.6%-22.1pp | 68.7%-6.2pp |
| Annual return | -3.77% | 0.37%-4.1pp | 61.98%-65.8pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $1,579 | $3,485-54.7% | $5,564-71.6% | $2,203-28.3% |
| Participant deferral / active EE | $3,761 | $3,131+20.1% | $4,895-23.2% | $3,192+17.8% |
| Admin fee / account holder | $243 | $5,986-95.9% | $11,612-97.9% | $4,297-94.3% |