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 | $26,057 | $58,577-55.5% | $83,323-68.7% | $64,181-59.4% |
| Participation rate | 55.6% | 72.0%-16.5pp | 77.8%-22.2pp | 69.6%-14.0pp |
| Annual return | -9.36% | 9.65%-19.0pp | 10.63%-20.0pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,982 | $4,654+7.1% | $5,565-10.5% | $3,470+43.6% |
| Admin fee / account holder | $113 | $9,275-98.8% | $7,539-98.5% | $4,887-97.7% |