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 | $65,038 | $81,331-20.0% | $155,534-58.2% | $80,935-19.6% |
| Participation rate | 35.0% | 66.3%-31.3pp | 78.2%-43.2pp | 67.7%-32.7pp |
| Annual return | 10.12% | 33.37%-23.2pp | 64.92%-54.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $1,368 | $3,105-55.9% | $4,675-70.7% | $2,757-50.4% |
| Participant deferral / active EE | $3,171 | $3,454-8.2% | $5,630-43.7% | $4,299-26.3% |
| Admin fee / account holder | $136 | $7,999-98.3% | $15,900-99.1% | $6,924-98.0% |