Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $199,128 | $148,582+34.0% | $135,942+46.5% | $139,456+42.8% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 0.90% | 79.26%-78.4pp | 68.28%-67.4pp | 373.45%-372.5pp |
| Employer contribution / active EE | $3,422 | $5,245-34.8% | $4,858-29.6% | $4,753-28.0% |
| Participant deferral / active EE | $3,550 | $8,101-56.2% | $7,759-54.2% | $6,711-47.1% |
| Admin fee / account holder | $58 | $12,402-99.5% | $10,764-99.5% | $11,407-99.5% |