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 | $64,898 | $103,008-37.0% | $90,304-28.1% | $152,897-57.6% |
| Participation rate | 69.2% | 75.9%-6.6pp | 73.3%-4.0pp | 82.5%-13.2pp |
| Annual return | 9.04% | 95.22%-86.2pp | 78.13%-69.1pp | 345.43%-336.4pp |
| Employer contribution / active EE | $2,915 | $3,139-7.1% | $2,855+2.1% | $4,764-38.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $37 | $6,175-99.4% | $5,354-99.3% | $11,599-99.7% |