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 | $32,283 | $87,546-63.1% | $75,784-57.4% | $125,389-74.3% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -5.76% | 13.49%-19.2pp | 9.68%-15.4pp | 282.24%-288.0pp |
| Employer contribution / active EE | $1,506 | $3,930-61.7% | $3,323-54.7% | $4,866-69.0% |
| Participant deferral / active EE | $3,192 | $4,230-24.5% | $3,652-12.6% | $5,352-40.4% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |