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 | $73,398 | $183,539-60.0% | $155,556-52.8% | $145,897-49.7% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 6.43% | 61.31%-54.9pp | 64.84%-58.4pp | 552.29%-545.9pp |
| Employer contribution / active EE | $13,336 | $5,315+150.9% | $4,675+185.2% | $4,663+186.0% |
| Participant deferral / active EE | $8,200 | $6,467+26.8% | $5,631+45.6% | $6,689+22.6% |
| Admin fee / account holder | $229 | $19,275-98.8% | $15,885-98.6% | $13,390-98.3% |