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 | $146,273 | $201,344-27.4% | $184,243-20.6% | $145,877+0.3% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 6.41% | 29.01%-22.6pp | 28.82%-22.4pp | 551.28%-544.9pp |
| Employer contribution / active EE | $10,201 | $7,022+45.3% | $6,427+58.7% | $4,663+118.8% |
| Participant deferral / active EE | $6,230 | $9,807-36.5% | $9,132-31.8% | $6,691-6.9% |
| Admin fee / account holder | $163 | $16,382-99.0% | $13,914-98.8% | $13,402-98.8% |