Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,016 | $43,075-28.0% | $74,577-58.4% | $62,881-50.7% |
| Participation rate | 32.0% | 58.1%-26.1pp | 68.1%-36.1pp | 69.3%-37.3pp |
| Annual return | 2.97% | 17.50%-14.5pp | 20.47%-17.5pp | 20.14%-17.2pp |
| Employer contribution / active EE | $328 | $1,498-78.1% | $2,525-87.0% | $2,281-85.6% |
| Participant deferral / active EE | $1,253 | $2,389-47.6% | $3,458-63.8% | $3,203-60.9% |
| Admin fee / account holder | $282 | $2,840-90.1% | $4,138-93.2% | $4,296-93.4% |