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 | $13,305 | $58,258-77.2% | $81,820-83.7% | $80,925-83.6% |
| Participation rate | 58.6% | 63.5%-4.8pp | 72.4%-13.8pp | 67.7%-9.0pp |
| Annual return | 10.14% | 41.76%-31.6pp | 777.93%-767.8pp | 35.65%-25.5pp |
| Employer contribution / active EE | $696 | $2,345-70.3% | $2,915-76.1% | $2,756-74.7% |
| Participant deferral / active EE | $1,448 | $3,284-55.9% | $4,323-66.5% | $4,299-66.3% |
| Admin fee / account holder | $97 | $4,976-98.0% | $7,391-98.7% | $6,940-98.6% |