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 | $27,756 | $52,580-47.2% | $71,671-61.3% | $70,126-60.4% |
| Participation rate | 51.5% | 60.9%-9.4pp | 68.7%-17.2pp | 69.5%-18.0pp |
| Annual return | 11.86% | 20.25%-8.4pp | 20.65%-8.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $866 | $1,616-46.4% | $2,460-64.8% | $2,343-63.0% |
| Participant deferral / active EE | $1,522 | $2,386-36.2% | $3,438-55.7% | $3,332-54.3% |
| Admin fee / account holder | $144 | $3,653-96.1% | $5,558-97.4% | $4,645-96.9% |