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 | $65,802 | $81,262-19.0% | $155,602-57.7% | $80,911-18.7% |
| Participation rate | 40.0% | 66.2%-26.2pp | 78.2%-38.2pp | 67.6%-27.6pp |
| Annual return | 5.78% | 33.34%-27.6pp | 64.81%-59.0pp | 35.63%-29.9pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $941 | $3,451-72.7% | $5,629-83.3% | $4,297-78.1% |
| Admin fee / account holder | $125 | $7,992-98.4% | $15,923-99.2% | $6,935-98.2% |