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 | $25,006 | $72,269-65.4% | $101,271-75.3% | $79,852-68.7% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 5.05% | 22.29%-17.2pp | 46.48%-41.4pp | 31.72%-26.7pp |
| Employer contribution / active EE | $740 | $2,692-72.5% | $3,660-79.8% | $2,471-70.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $27 | $4,401-99.4% | $5,948-99.5% | $5,306-99.5% |