Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $120,657 | $58,493+106.3% | $84,023+43.6% | $72,976+65.3% |
| Participation rate | 41.7% | 61.2%-19.6pp | 69.0%-27.4pp | 69.5%-27.8pp |
| Annual return | -4.79% | 28.93%-33.7pp | 71.32%-76.1pp | 81.02%-85.8pp |
| Employer contribution / active EE | $884 | $1,163-24.0% | $1,984-55.4% | $2,440-63.8% |
| Participant deferral / active EE | $1,267 | $2,394-47.1% | $3,239-60.9% | $3,608-64.9% |
| Admin fee / account holder | -$34 | $4,569-100.7% | $6,102-100.6% | $5,124-100.7% |