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 | $17,447 | $45,872-62.0% | $77,096-77.4% | $68,486-74.5% |
| Participation rate | 46.2% | 55.9%-9.8pp | 67.9%-21.8pp | 67.9%-21.7pp |
| Annual return | -22.46% | 1.73%-24.2pp | 42.35%-64.8pp | -7.85%-14.6pp |
| Employer contribution / active EE | $947 | $1,650-42.6% | $2,814-66.3% | $2,597-63.5% |
| Participant deferral / active EE | $2,022 | $2,963-31.8% | $4,429-54.4% | $4,028-49.8% |
| Admin fee / account holder | $19 | $3,041-99.4% | $5,428-99.6% | $5,404-99.6% |