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 | $155,893 | $57,057+173.2% | $85,009+83.4% | $80,874+92.8% |
| Participation rate | 25.6% | 56.4%-30.7pp | 67.5%-41.9pp | 67.6%-42.0pp |
| Annual return | 8.58% | 21.66%-13.1pp | 66.47%-57.9pp | 35.62%-27.0pp |
| Employer contribution / active EE | $1,848 | $1,799+2.8% | $2,728-32.3% | $2,756-32.9% |
| Participant deferral / active EE | $2,255 | $3,112-27.5% | $4,522-50.1% | $4,297-47.5% |
| Admin fee / account holder | $14 | $4,986-99.7% | $6,153-99.8% | $6,935-99.8% |