Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $31,351 | $110,337-71.6% | $102,383-69.4% | $145,877-78.5% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 8.15% | 24.83%-16.7pp | 24.94%-16.8pp | 551.28%-543.1pp |
| Employer contribution / active EE | $1,094 | $4,216-74.1% | $3,870-71.7% | $4,663-76.5% |
| Participant deferral / active EE | $3,293 | $5,621-41.4% | $5,060-34.9% | $6,691-50.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |