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 | $93,587 | $113,941-17.9% | $94,229-0.7% | $125,389-25.4% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -8.51% | 5.29%-13.8pp | 10.68%-19.2pp | 282.24%-290.8pp |
| Employer contribution / active EE | $873 | $4,727-81.5% | $3,587-75.7% | $4,866-82.1% |
| Participant deferral / active EE | $2,014 | $5,179-61.1% | $4,320-53.4% | $5,352-62.4% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |