Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,364 | $93,117-91.0% | $77,096-89.2% | $134,532-93.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -22.51% | 62.67%-85.2pp | 42.35%-64.9pp | 418.27%-440.8pp |
| Employer contribution / active EE | $806 | $3,420-76.4% | $2,814-71.4% | $4,741-83.0% |
| Participant deferral / active EE | $2,181 | $5,241-58.4% | $4,429-50.7% | $6,401-65.9% |
| Admin fee / account holder | $240 | $6,948-96.6% | $5,428-95.6% | $11,429-97.9% |