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 | $52,020 | $81,487-36.2% | $102,412-49.2% | $80,935-35.7% |
| Participation rate | 69.2% | 66.8%+2.4pp | 74.5%-5.3pp | 67.7%+1.6pp |
| Annual return | 7.76% | 25.60%-17.8pp | 24.94%-17.2pp | 35.66%-27.9pp |
| Employer contribution / active EE | $1,893 | $3,103-39.0% | $3,870-51.1% | $2,757-31.3% |
| Participant deferral / active EE | $3,119 | $3,871-19.4% | $5,060-38.4% | $4,299-27.5% |
| Admin fee / account holder | $243 | $6,717-96.4% | $8,388-97.1% | $6,924-96.5% |