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 | $105,931 | $93,124+13.8% | $77,100+37.4% | $134,545-21.3% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -21.89% | 62.68%-84.6pp | 42.35%-64.2pp | 418.37%-440.3pp |
| Employer contribution / active EE | $1,600 | $3,421-53.2% | $2,815-43.1% | $4,742-66.2% |
| Participant deferral / active EE | $3,307 | $5,242-36.9% | $4,430-25.3% | $6,401-48.3% |
| Admin fee / account holder | $241 | $6,970-96.5% | $5,443-95.6% | $11,431-97.9% |