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 | $16,805 | $48,078-65.0% | $78,676-78.6% | $62,881-73.3% |
| Participation rate | 38.2% | 65.2%-27.0pp | 73.6%-35.4pp | 69.3%-31.1pp |
| Annual return | 4.18% | 31.36%-27.2pp | 62.19%-58.0pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $773 | $2,587-70.1% | $3,517-78.0% | $3,203-75.9% |
| Admin fee / account holder | $176 | $3,206-94.5% | $4,510-96.1% | $4,296-95.9% |