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 | $21,768 | $77,416-71.9% | $69,464-68.7% | $152,897-85.8% |
| Participation rate | 57.1% | 78.1%-20.9pp | 74.6%-17.5pp | 82.5%-25.3pp |
| Annual return | 1.26% | 39.08%-37.8pp | 28.98%-27.7pp | 345.43%-344.2pp |
| Employer contribution / active EE | $1,250 | $3,315-62.3% | $2,779-55.0% | $4,764-73.8% |
| Participant deferral / active EE | $2,036 | $4,413-53.9% | $3,536-42.4% | $5,851-65.2% |
| Admin fee / account holder | $111 | $6,208-98.2% | $3,840-97.1% | $11,599-99.0% |