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 | $144,418 | $157,296-8.2% | $141,191+2.3% | $152,897-5.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 5.39% | 64.34%-58.9pp | 71.41%-66.0pp | 345.43%-340.0pp |
| Employer contribution / active EE | $1,900 | $5,262-63.9% | $4,736-59.9% | $4,764-60.1% |
| Participant deferral / active EE | $10,809 | $7,111+52.0% | $6,710+61.1% | $5,851+84.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |