Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $38,954 | $97,125-59.9% | $86,233-54.8% | $137,256-71.6% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.0%-31.5pp | 80.0%-42.5pp |
| Annual return | 10.10% | 74.19%-64.1pp | 61.39%-51.3pp | 220.34%-210.2pp |
| Employer contribution / active EE | $888 | $2,841-68.8% | $2,504-64.6% | $4,156-78.6% |
| Participant deferral / active EE | $3,598 | $5,180-30.5% | $4,559-21.1% | $6,407-43.8% |
| Admin fee / account holder | $225 | $9,725-97.7% | $8,342-97.3% | $12,270-98.2% |