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 | $155,098 | $178,174-13.0% | $156,181-0.7% | $137,256+13.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 9.86% | 84.19%-74.3pp | 64.87%-55.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,588 | $4,972-68.1% | $4,294-63.0% | $4,156-61.8% |
| Participant deferral / active EE | $10,353 | $6,888+50.3% | $6,132+68.8% | $6,407+61.6% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |