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 | $40,158 | $43,338-7.3% | $59,887-32.9% | $64,173-37.4% |
| Participation rate | 59.6% | 69.2%-9.6pp | 74.7%-15.1pp | 69.6%-10.0pp |
| Annual return | -7.27% | -1.55%-5.7pp | 3.46%-10.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,389 | $2,030-31.6% | $2,722-49.0% | $2,381-41.7% |
| Participant deferral / active EE | $4,274 | $2,547+67.8% | $3,402+25.6% | $3,470+23.2% |
| Admin fee / account holder | $58 | $3,007-98.1% | $3,591-98.4% | $4,887-98.8% |