Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,577 | $111,814-80.7% | $103,378-79.1% | $145,978-85.2% |
| Participation rate | 69.6% | 77.9%-8.4pp | 74.5%-4.9pp | 80.3%-10.7pp |
| Annual return | 3.03% | 24.80%-21.8pp | 24.91%-21.9pp | 550.52%-547.5pp |
| Employer contribution / active EE | $2,048 | $4,215-51.4% | $3,870-47.1% | $4,662-56.1% |
| Participant deferral / active EE | $3,706 | $5,618-34.0% | $5,058-26.7% | $6,690-44.6% |
| Admin fee / account holder | $282 | $9,764-97.1% | $8,401-96.6% | $13,400-97.9% |