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 | $44,230 | $115,917-61.8% | $100,535-56.0% | $158,982-72.2% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 3.95% | 34.80%-30.9pp | 30.90%-26.9pp | 302.99%-299.0pp |
| Employer contribution / active EE | $1,675 | $4,105-59.2% | $3,419-51.0% | $4,763-64.8% |
| Participant deferral / active EE | $3,644 | $6,677-45.4% | $6,271-41.9% | $5,983-39.1% |
| Admin fee / account holder | $8 | $11,002-99.9% | $8,085-99.9% | $11,252-99.9% |