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 | $39,874 | $49,249-19.0% | $70,476-43.4% | $79,852-50.1% |
| Participation rate | 39.5% | 69.2%-29.6pp | 75.1%-35.5pp | 69.6%-30.1pp |
| Annual return | 3.94% | 30.09%-26.1pp | 109.12%-105.2pp | 31.72%-27.8pp |
| Employer contribution / active EE | $1,017 | $2,100-51.6% | $2,738-62.8% | $2,471-58.8% |
| Participant deferral / active EE | $1,932 | $2,769-30.2% | $3,710-47.9% | $3,740-48.3% |
| Admin fee / account holder | $236 | $2,878-91.8% | $3,847-93.9% | $5,306-95.6% |