Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $64,718 | $65,555-1.3% | $86,216-24.9% | $75,173-13.9% |
| Participation rate | 61.9% | 60.5%+1.4pp | 69.0%-7.1pp | 67.2%-5.3pp |
| Annual return | 10.14% | 46.07%-35.9pp | 1169.42%-1159.3pp | 160.72%-150.6pp |
| Employer contribution / active EE | $588 | $1,553-62.1% | $2,382-75.3% | $2,671-78.0% |
| Participant deferral / active EE | $3,020 | $3,023-0.1% | $3,986-24.2% | $4,126-26.8% |
| Admin fee / account holder | $136 | $5,469-97.5% | $6,853-98.0% | $5,651-97.6% |