Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,819 | $29,667-87.1% | $56,441-93.2% | $80,874-95.3% |
| Participation rate | 69.2% | 41.7%+27.6pp | 52.5%+16.7pp | 67.6%+1.6pp |
| Annual return | 10.11% | 35.22%-25.1pp | 1704.21%-1694.1pp | 35.62%-25.5pp |
| Employer contribution / active EE | $675 | $669+0.8% | $1,039-35.0% | $2,756-75.5% |
| Participant deferral / active EE | $668 | $1,227-45.5% | $1,953-65.8% | $4,297-84.5% |
| Admin fee / account holder | $77 | $2,429-96.8% | $2,829-97.3% | $6,935-98.9% |