Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $122,072 | $101,618+20.1% | $93,063+31.2% | $137,256-11.1% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | -10.40% | 223.95%-234.4pp | 34.15%-44.6pp | 220.34%-230.7pp |
| Employer contribution / active EE | $489 | $2,707-81.9% | $2,476-80.3% | $4,156-88.2% |
| Participant deferral / active EE | $6,628 | $4,279+54.9% | $3,958+67.5% | $6,407+3.5% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |