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 | $27,382 | $58,258-53.0% | $81,820-66.5% | $80,925-66.2% |
| Participation rate | 51.9% | 63.5%-11.6pp | 72.4%-20.5pp | 67.7%-15.8pp |
| Annual return | 0.64% | 41.76%-41.1pp | 777.93%-777.3pp | 35.65%-35.0pp |
| Employer contribution / active EE | $1,133 | $2,345-51.7% | $2,915-61.1% | $2,756-58.9% |
| Participant deferral / active EE | $2,077 | $3,284-36.8% | $4,323-52.0% | $4,299-51.7% |
| Admin fee / account holder | $153 | $4,976-96.9% | $7,391-97.9% | $6,940-97.8% |