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 | $19,153 | $69,518-72.4% | $59,887-68.0% | $135,379-85.9% |
| Participation rate | 55.0% | 77.8%-22.8pp | 74.7%-19.7pp | 82.6%-27.6pp |
| Annual return | -10.80% | 7.95%-18.7pp | 3.46%-14.3pp | 519.79%-530.6pp |
| Employer contribution / active EE | $2,678 | $3,235-17.2% | $2,722-1.6% | $4,779-44.0% |
| Participant deferral / active EE | $2,818 | $4,204-33.0% | $3,402-17.2% | $5,609-49.8% |
| Admin fee / account holder | $6 | $5,734-99.9% | $3,591-99.8% | $10,828-99.9% |