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 | $76,306 | $158,852-52.0% | $121,220-37.1% | $135,379-43.6% |
| Participation rate | 20.0% | 79.3%-59.3pp | 71.8%-51.8pp | 82.6%-62.6pp |
| Annual return | -10.27% | -0.64%-9.6pp | 16.94%-27.2pp | 519.79%-530.1pp |
| Employer contribution / active EE | $917 | $5,666-83.8% | $4,023-77.2% | $4,779-80.8% |
| Participant deferral / active EE | $1,825 | $4,006-54.4% | $3,345-45.4% | $5,609-67.5% |
| Admin fee / account holder | $8 | $6,515-99.9% | $5,021-99.8% | $10,828-99.9% |