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 | $40,251 | $61,660-34.7% | $80,022-49.7% | $64,181-37.3% |
| Participation rate | 35.0% | 71.7%-36.7pp | 75.8%-40.8pp | 69.6%-34.6pp |
| Annual return | -11.21% | -0.33%-10.9pp | 11.22%-22.4pp | 7.63%-18.8pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,884 | $2,968-36.5% | $3,686-48.9% | $3,470-45.7% |
| Admin fee / account holder | $133 | $5,417-97.5% | $6,521-98.0% | $4,887-97.3% |