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 | $36,966 | $81,664-54.7% | $70,476-47.5% | $158,966-76.7% |
| Participation rate | 45.5% | 77.7%-32.3pp | 75.1%-29.6pp | 82.0%-36.5pp |
| Annual return | 3.31% | 208.59%-205.3pp | 109.12%-105.8pp | 302.95%-299.6pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,513 | $4,556-44.8% | $3,710-32.3% | $5,983-58.0% |
| Admin fee / account holder | $33 | $6,197-99.5% | $3,847-99.1% | $11,250-99.7% |