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 | $160,976 | $183,539-12.3% | $155,556+3.5% | $145,897+10.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 8.69% | 61.31%-52.6pp | 64.84%-56.1pp | 552.29%-543.6pp |
| Employer contribution / active EE | $3,445 | $5,315-35.2% | $4,675-26.3% | $4,663-26.1% |
| Participant deferral / active EE | $4,425 | $6,467-31.6% | $5,631-21.4% | $6,689-33.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |