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 | $21,670 | $86,701-75.0% | $73,309-70.4% | $125,389-82.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 74.9%-8.2pp | 83.2%-16.5pp |
| Annual return | -6.89% | 2.78%-9.7pp | 5.67%-12.6pp | 282.24%-289.1pp |
| Employer contribution / active EE | $1,925 | $4,152-53.6% | $3,237-40.5% | $4,866-60.4% |
| Participant deferral / active EE | $6,772 | $5,549+22.0% | $4,991+35.7% | $5,352+26.5% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |