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 | $30,872 | $48,078-35.8% | $78,676-60.8% | $62,881-50.9% |
| Participation rate | 23.3% | 65.2%-41.9pp | 73.6%-50.2pp | 69.3%-46.0pp |
| Annual return | 3.17% | 31.36%-28.2pp | 62.19%-59.0pp | 20.14%-17.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $37 | $3,206-98.8% | $4,510-99.2% | $4,296-99.1% |