Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $136,811 | $160,028-14.5% | $147,080-7.0% | $145,884-6.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.13% | 98.60%-91.5pp | 420.17%-413.0pp | 551.85%-544.7pp |
| Employer contribution / active EE | $13,918 | $5,286+163.3% | $4,933+182.1% | $4,662+198.5% |
| Participant deferral / active EE | $8,545 | $8,422+1.5% | $8,066+5.9% | $6,690+27.7% |
| Admin fee / account holder | $20 | $15,030-99.9% | $12,989-99.8% | $13,392-99.9% |