Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $49,680 | $159,934-68.9% | $147,005-66.2% | $145,959-66.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 8.24% | 98.24%-90.0pp | 418.76%-410.5pp | 561.95%-553.7pp |
| Employer contribution / active EE | $1,450 | $5,287-72.6% | $4,934-70.6% | $4,661-68.9% |
| Participant deferral / active EE | $3,782 | $8,427-55.1% | $8,070-53.1% | $6,689-43.5% |
| Admin fee / account holder | $272 | $15,053-98.2% | $13,006-97.9% | $13,398-98.0% |