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 | $105,123 | $175,259-40.0% | $149,723-29.8% | $139,487-24.6% |
| Participation rate | 61.5% | 83.4%-21.9pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 5.48% | 166.82%-161.3pp | 134.50%-129.0pp | 373.84%-368.4pp |
| Employer contribution / active EE | $4,697 | $5,478-14.3% | $4,821-2.6% | $4,755-1.2% |
| Participant deferral / active EE | $4,466 | $6,522-31.5% | $5,682-21.4% | $6,713-33.5% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |