Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $44,744 | $57,073-21.6% | $85,126-47.4% | $80,925-44.7% |
| Participation rate | 21.2% | 56.4%-35.2pp | 67.5%-46.3pp | 67.7%-46.4pp |
| Annual return | 4.33% | 21.69%-17.4pp | 66.63%-62.3pp | 35.65%-31.3pp |
| Employer contribution / active EE | $609 | $1,801-66.2% | $2,731-77.7% | $2,756-77.9% |
| Participant deferral / active EE | $1,447 | $3,113-53.5% | $4,523-68.0% | $4,299-66.3% |
| Admin fee / account holder | $176 | $4,988-96.5% | $6,160-97.1% | $6,940-97.5% |